+47.6%
XOP vs AMCR
+11.5%
+36.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -1.2% |
| 7D | +2.6% | -3.3% | +5.8% | +1.8% |
| 30D | +15.4% | -5.4% | +20.9% | +14.0% |
| 3M | +12.1% | +20.0% | -7.9% | +16.6% |
| 6M | +19.7% | 0.0% | +19.6% | +28.9% |
| YTD | +52.4% | +11.5% | +40.9% | +60.1% |
| 1Y | +47.6% | +11.4% | +36.2% | +56.3% |
| All | +47.6% | +11.5% | +36.0% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMCR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling