+85.6%
XOP vs AON
+1,062.0%
-976.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +3.9% | +3.0% |
| 7D | +0.6% | -3.2% | +3.8% | +2.5% |
| 30D | +16.5% | -11.9% | +28.4% | +24.5% |
| 3M | +15.7% | -2.9% | +18.6% | +15.8% |
| 6M | +19.2% | -6.8% | +26.0% | +21.5% |
| YTD | +55.0% | -10.1% | +65.0% | +59.9% |
| 1Y | +54.2% | -14.2% | +68.4% | +63.1% |
| 3Y | +35.9% | -3.3% | +39.1% | +28.8% |
| 5Y | +162.4% | +13.6% | +148.8% | +116.7% |
| 10Y | +50.2% | +209.2% | -159.0% | -36.9% |
| All | +85.6% | +1,062.0% | -976.4% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling