+82.5%
XOP vs BEN
+136.3%
-53.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.4% | -2.9% |
| 7D | +2.6% | +0.2% | +2.3% | +2.2% |
| 30D | +15.4% | -0.5% | +16.0% | +15.5% |
| 3M | +12.1% | +9.7% | +2.3% | +5.0% |
| 6M | +19.7% | +33.9% | -14.2% | -2.3% |
| YTD | +52.4% | +49.0% | +3.4% | +16.0% |
| 1Y | +47.6% | +42.1% | +5.4% | +14.8% |
| 3Y | +34.4% | +51.9% | -17.5% | -4.6% |
| 5Y | +154.4% | +39.0% | +115.3% | +81.5% |
| 10Y | +54.7% | +57.9% | -3.2% | -2.1% |
| All | +82.5% | +136.3% | -53.8% | -6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling