+39.4%
XOP vs BEN
+53.1%
-13.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.9% |
| 7D | +1.0% | +3.4% | -2.4% | +0.2% |
| 30D | +10.8% | +1.8% | +9.1% | +10.3% |
| 3M | +19.5% | +8.4% | +11.1% | +16.8% |
| 6M | +21.6% | +35.6% | -14.0% | +11.2% |
| YTD | +55.8% | +46.4% | +9.5% | +38.4% |
| 1Y | +54.6% | +46.3% | +8.3% | +37.0% |
| All | +39.4% | +53.1% | -13.7% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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