+163.4%
XOP vs AON
+9.0%
+154.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | +1.6% | -5.9% | +7.5% | +3.0% |
| 30D | +9.6% | -13.7% | +23.2% | +13.0% |
| 3M | +16.9% | -8.3% | +25.2% | +18.4% |
| 6M | +24.0% | -3.6% | +27.7% | +23.7% |
| YTD | +56.2% | -12.4% | +68.6% | +59.5% |
| 1Y | +51.8% | -14.6% | +66.4% | +56.1% |
| 3Y | +37.0% | -5.7% | +42.7% | +35.5% |
| 5Y | +163.4% | +9.1% | +154.2% | +142.8% |
| All | +163.4% | +9.0% | +154.4% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling