+23.7%
XOP vs BIL
+30.8%
-7.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.4% |
| 7D | -10.0% | +0.1% | -10.1% | -9.5% |
| 30D | -9.1% | 0.0% | -9.0% | -9.3% |
| 3M | +5.1% | +0.6% | +4.5% | +10.0% |
| 6M | +6.4% | +1.5% | +4.9% | +19.6% |
| YTD | +39.7% | +2.8% | +36.9% | +73.1% |
| 1Y | +37.2% | +3.3% | +33.9% | +77.5% |
| 3Y | +37.6% | +13.4% | +24.2% | +277.8% |
| 5Y | +76.5% | +19.8% | +56.7% | +669.6% |
| 10Y | +42.6% | +25.6% | +17.0% | +820.1% |
| All | +23.7% | +30.8% | -7.1% | +737.9% |
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