+38.6%
XOP vs BLDR
-55.5%
+94.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.6% | +2.0% |
| 7D | +0.6% | -0.3% | +1.0% | +0.6% |
| 30D | +16.5% | -16.2% | +32.7% | +17.9% |
| 3M | +15.7% | -14.4% | +30.1% | +16.2% |
| 6M | +19.2% | -32.8% | +52.0% | +23.3% |
| YTD | +55.0% | -39.2% | +94.1% | +62.5% |
| 1Y | +54.2% | -57.7% | +111.9% | +72.6% |
| All | +38.6% | -55.5% | +94.1% | +50.1% |
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