+92.2%
XOP vs BEN
+29.7%
+62.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +2.0% |
| 7D | +5.2% | +11.3% | -6.2% | +1.6% |
| 30D | -8.4% | +15.0% | -23.4% | -12.6% |
| 3M | +2.9% | +7.8% | -4.9% | 0.0% |
| 6M | +8.8% | +15.5% | -6.7% | +2.6% |
| YTD | +46.9% | +55.4% | -8.5% | +22.5% |
| 1Y | +41.5% | +63.3% | -21.8% | +15.5% |
| 3Y | +43.1% | +83.4% | -40.3% | +6.8% |
| 5Y | +92.2% | +28.1% | +64.1% | +77.8% |
| All | +92.2% | +29.7% | +62.5% | +77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling