+159.2%
XOP vs BB
-24.3%
+183.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.4% |
| 7D | +0.6% | +0.5% | +0.1% | +0.6% |
| 30D | +16.5% | -12.4% | +28.9% | +18.2% |
| 3M | +15.7% | -15.3% | +31.0% | +16.8% |
| 6M | +19.2% | +128.8% | -109.6% | +4.2% |
| YTD | +55.0% | +107.7% | -52.7% | +37.2% |
| 1Y | +54.2% | +103.9% | -49.7% | +36.1% |
| 3Y | +35.9% | +72.6% | -36.7% | +18.2% |
| All | +159.2% | -24.3% | +183.5% | +176.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling