+47.6%
XOP vs BLDR
-52.1%
+99.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.4% | -0.5% |
| 7D | +2.6% | -2.8% | +5.4% | +2.2% |
| 30D | +15.4% | -13.3% | +28.7% | +13.5% |
| 3M | +12.1% | -12.3% | +24.3% | +11.0% |
| 6M | +19.7% | -31.5% | +51.1% | +20.3% |
| YTD | +52.4% | -36.1% | +88.5% | +54.7% |
| 1Y | +47.6% | -54.1% | +101.6% | +51.4% |
| All | +47.6% | -52.1% | +99.6% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling