+15.7%
XOP vs APTV
+194.6%
-178.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.9% | -2.1% |
| 7D | +2.6% | +4.8% | -2.2% | +0.5% |
| 30D | +15.4% | +2.0% | +13.4% | +14.0% |
| 3M | +12.1% | -34.2% | +46.3% | +31.4% |
| 6M | +19.7% | -34.7% | +54.3% | +37.5% |
| YTD | +52.4% | -37.0% | +89.4% | +76.4% |
| 1Y | +47.6% | -40.4% | +88.0% | +74.1% |
| 3Y | +34.4% | -54.1% | +88.5% | +69.2% |
| 5Y | +154.4% | -68.0% | +222.4% | +262.1% |
| 10Y | +54.7% | -15.5% | +70.2% | +23.7% |
| All | +15.7% | +194.6% | -178.8% | -58.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling