+34.9%
XOP vs BIL
+30.4%
+4.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.6% |
| 7D | +2.6% | +0.1% | +2.5% | +3.3% |
| 30D | +15.4% | +0.3% | +15.1% | +18.4% |
| 3M | +12.1% | +0.9% | +11.1% | +20.6% |
| 6M | +19.7% | +1.8% | +17.8% | +38.0% |
| YTD | +52.4% | +2.4% | +50.0% | +84.2% |
| 1Y | +47.6% | +3.7% | +43.8% | +97.0% |
| 3Y | +34.4% | +14.2% | +20.2% | +290.4% |
| 5Y | +154.4% | +19.4% | +135.0% | +979.9% |
| 10Y | +54.7% | +25.2% | +29.5% | +871.8% |
| All | +34.9% | +30.4% | +4.5% | +791.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling