+51.8%
XOP vs BAX
-0.8%
+52.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.2% |
| 7D | +1.6% | -5.4% | +7.1% | +1.5% |
| 30D | +9.6% | -12.4% | +22.0% | +9.4% |
| 3M | +16.9% | +19.1% | -2.2% | +17.2% |
| 6M | +24.0% | +38.6% | -14.6% | +24.1% |
| YTD | +56.2% | +26.7% | +29.5% | +57.4% |
| 1Y | +51.8% | +1.0% | +50.8% | +55.4% |
| All | +51.8% | -0.8% | +52.6% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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