+52.4%
XOP vs AON
-16.9%
+69.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.1% |
| 7D | +2.6% | -6.3% | +8.9% | +2.6% |
| 30D | +9.6% | -14.1% | +23.7% | +9.6% |
| 3M | +20.4% | -9.5% | +29.8% | +19.7% |
| 6M | +19.9% | -4.0% | +23.9% | +18.9% |
| YTD | +56.4% | -13.8% | +70.2% | +56.3% |
| 1Y | +52.4% | -18.3% | +70.7% | +53.3% |
| All | +52.4% | -16.9% | +69.4% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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