+42.0%
XOP vs BLDR
-51.2%
+93.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +1.8% |
| 7D | +5.2% | -8.2% | +13.4% | +5.6% |
| 30D | -8.4% | +16.3% | -24.6% | -9.5% |
| 3M | +2.9% | -17.0% | +19.9% | +4.0% |
| 6M | +8.8% | -17.4% | +26.2% | +9.1% |
| YTD | +46.9% | -41.6% | +88.5% | +54.3% |
| 1Y | +41.5% | -43.5% | +85.0% | +49.4% |
| All | +42.0% | -51.2% | +93.2% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling