+50.3%
XOP vs BB
+24.8%
+25.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.2% |
| 7D | +5.2% | +9.0% | -3.8% | +3.6% |
| 30D | -8.4% | +7.7% | -16.0% | -10.1% |
| 3M | +2.9% | +4.0% | -1.0% | +1.0% |
| 6M | +8.8% | +46.6% | -37.8% | -1.8% |
| YTD | +46.9% | +140.6% | -93.7% | +19.3% |
| 1Y | +41.5% | +103.1% | -61.6% | +18.3% |
| 3Y | +43.1% | +150.5% | -107.4% | +7.7% |
| 5Y | +92.2% | -15.4% | +107.6% | +74.4% |
| All | +50.3% | +24.8% | +25.5% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling