+35.9%
XOP vs BB
+68.2%
-32.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.5% |
| 7D | +0.6% | +0.5% | +0.1% | +0.6% |
| 30D | +16.5% | -12.4% | +28.9% | +17.4% |
| 3M | +15.7% | -15.3% | +31.0% | +16.2% |
| 6M | +19.2% | +128.8% | -109.6% | +10.3% |
| YTD | +55.0% | +107.7% | -52.7% | +44.5% |
| 1Y | +54.2% | +103.9% | -49.7% | +43.5% |
| 3Y | +35.9% | +72.6% | -36.7% | +20.9% |
| All | +35.9% | +68.2% | -32.3% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling