+54.2%
XOP vs BAM
-12.8%
+67.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +1.2% |
| 7D | +0.6% | -1.6% | +2.2% | +0.4% |
| 30D | +16.5% | -6.0% | +22.5% | +15.6% |
| 3M | +15.7% | +7.3% | +8.4% | +16.9% |
| 6M | +19.2% | +8.2% | +11.0% | +20.3% |
| YTD | +55.0% | -3.8% | +58.8% | +57.9% |
| 1Y | +54.2% | -10.7% | +64.9% | +62.1% |
| All | +54.2% | -12.8% | +67.0% | +62.1% |
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