+47.6%
XOP vs BAM
-8.8%
+56.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -0.8% |
| 7D | +2.6% | -2.0% | +4.5% | +2.3% |
| 30D | +15.4% | -2.9% | +18.4% | +15.1% |
| 3M | +12.1% | +9.4% | +2.7% | +13.5% |
| 6M | +19.7% | +10.8% | +8.9% | +21.4% |
| YTD | +52.4% | -0.4% | +52.8% | +56.0% |
| 1Y | +47.6% | -10.9% | +58.4% | +54.7% |
| All | +47.6% | -8.8% | +56.4% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling