+76.5%
XOP vs BIL
+19.8%
+56.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -10.0% | +0.1% | -10.1% | -10.1% |
| 30D | -9.1% | 0.0% | -9.0% | -8.1% |
| 3M | +5.1% | +0.6% | +4.5% | +9.1% |
| 6M | +6.4% | +1.5% | +4.9% | +14.7% |
| YTD | +39.7% | +2.8% | +36.9% | +59.4% |
| 1Y | +37.2% | +3.3% | +33.9% | +61.1% |
| 3Y | +37.6% | +13.4% | +24.2% | +156.1% |
| 5Y | +76.5% | +19.8% | +56.7% | +400.1% |
| All | +76.5% | +19.8% | +56.7% | +400.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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