+163.4%
XOP vs BLDR
+7.7%
+155.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.2% | +0.8% |
| 7D | +1.6% | -8.1% | +9.8% | +2.9% |
| 30D | +9.6% | -21.5% | +31.1% | +13.5% |
| 3M | +16.9% | -21.0% | +37.9% | +19.9% |
| 6M | +24.0% | -37.1% | +61.1% | +31.8% |
| YTD | +56.2% | -42.7% | +98.9% | +68.6% |
| 1Y | +51.8% | -58.0% | +109.7% | +75.4% |
| 3Y | +37.0% | -57.8% | +94.8% | +50.1% |
| 5Y | +163.4% | +10.3% | +153.1% | +81.5% |
| All | +163.4% | +7.7% | +155.7% | +81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling