+45.3%
XOP vs BBY
+33.0%
+12.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.0% | -14.4% | -5.6% |
| 7D | -10.5% | +4.5% | -15.1% | -10.0% |
| 30D | -4.3% | +16.0% | -20.3% | -3.2% |
| 3M | +4.7% | +18.6% | -13.9% | +6.1% |
| 6M | -0.1% | +80.1% | -80.1% | +3.5% |
| YTD | +43.8% | +57.4% | -13.6% | +50.1% |
| 1Y | +45.3% | +34.5% | +10.8% | +50.1% |
| All | +45.3% | +33.0% | +12.3% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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