+55.0%
XOP vs BB
+1.6%
+53.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | +2.6% | -0.4% | +3.0% | +2.7% |
| 30D | +9.6% | -12.5% | +22.1% | +12.0% |
| 3M | +20.4% | -17.4% | +37.8% | +22.7% |
| 6M | +19.9% | +119.1% | -99.2% | -0.1% |
| YTD | +56.4% | +102.4% | -46.0% | +32.1% |
| 1Y | +52.4% | +98.2% | -45.7% | +28.2% |
| 3Y | +39.9% | +46.9% | -7.0% | +17.8% |
| 5Y | +163.7% | -26.4% | +190.1% | +145.9% |
| All | +55.0% | +1.6% | +53.4% | -11.0% |
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