+88.7%
XOP vs APA
+88.6%
+0.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.6% | -1.0% | +0.4% |
| 7D | +0.5% | +5.1% | -4.6% | -2.5% |
| 30D | -7.3% | +0.3% | -7.6% | -7.5% |
| 3M | +1.4% | +15.6% | -14.3% | -7.7% |
| 6M | +7.8% | +28.9% | -21.1% | -8.7% |
| YTD | +44.5% | +96.6% | -52.0% | -6.7% |
| 1Y | +37.0% | +95.5% | -58.5% | -11.5% |
| 3Y | +40.8% | +41.8% | -1.0% | +5.3% |
| 5Y | +88.7% | +85.4% | +3.2% | +10.5% |
| All | +88.7% | +88.6% | +0.1% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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