+90.9%
XOP vs AVTR
-58.7%
+149.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | +5.2% | +3.2% | +2.0% | +4.6% |
| 30D | -8.4% | +0.5% | -8.8% | -8.5% |
| 3M | +2.9% | +12.1% | -9.2% | +0.8% |
| 6M | +8.8% | +91.2% | -82.3% | -3.7% |
| YTD | +46.9% | +36.3% | +10.6% | +38.0% |
| 1Y | +41.5% | +35.2% | +6.3% | +32.9% |
| 3Y | +43.1% | -15.8% | +59.0% | +41.7% |
| All | +90.9% | -58.7% | +149.6% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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