+153.3%
XOP vs BBY
+1.5%
+151.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -2.9% | -0.6% |
| 7D | +2.6% | +0.6% | +2.0% | +2.5% |
| 30D | +9.6% | +9.4% | +0.2% | +7.0% |
| 3M | +20.4% | +19.3% | +1.0% | +14.7% |
| 6M | +19.9% | +47.9% | -28.0% | +7.0% |
| YTD | +56.4% | +39.6% | +16.8% | +41.4% |
| 1Y | +52.4% | +22.2% | +30.3% | +42.6% |
| 3Y | +39.9% | +45.0% | -5.1% | +19.9% |
| All | +153.3% | +1.5% | +151.7% | +102.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling