+45.3%
XOP vs AMIX
-92.3%
+137.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.0% | -3.4% | -6.4% |
| 7D | -10.5% | -25.1% | +14.6% | -10.6% |
| 30D | -4.3% | -54.5% | +50.2% | -4.7% |
| 3M | +4.7% | -91.7% | +96.4% | +3.8% |
| 6M | -0.1% | -79.4% | +79.4% | -2.4% |
| YTD | +43.8% | -86.1% | +129.9% | +39.2% |
| 1Y | +45.3% | -91.6% | +136.8% | +39.6% |
| All | +45.3% | -92.3% | +137.6% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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