+50.3%
XOP vs BIYA
-99.8%
+150.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.8% |
| 7D | +2.6% | +1.3% | +1.2% | +2.6% |
| 30D | +15.4% | -21.0% | +36.4% | +15.7% |
| 3M | +12.1% | -74.3% | +86.4% | +12.6% |
| 6M | +19.7% | -84.6% | +104.3% | +18.8% |
| YTD | +52.4% | -94.2% | +146.6% | +53.6% |
| 1Y | +47.6% | -98.2% | +145.8% | +52.7% |
| All | +50.3% | -99.8% | +150.0% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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