+55.0%
XOP vs APTV
-16.1%
+71.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | +2.6% | -5.0% | +7.7% | +4.6% |
| 30D | +9.6% | -6.1% | +15.7% | +12.0% |
| 3M | +20.4% | -33.0% | +53.3% | +38.9% |
| 6M | +19.9% | -35.2% | +55.1% | +37.1% |
| YTD | +56.4% | -40.1% | +96.5% | +83.4% |
| 1Y | +52.4% | -45.6% | +98.0% | +85.5% |
| 3Y | +39.9% | -54.4% | +94.2% | +74.4% |
| 5Y | +163.7% | -68.9% | +232.6% | +275.3% |
| All | +55.0% | -16.1% | +71.1% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling