+77.6%
XOP vs BLDR
+280.9%
-203.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.7% |
| 7D | +6.3% | -3.0% | +9.3% | +6.9% |
| 30D | -6.6% | +20.1% | -26.7% | -10.9% |
| 3M | +3.6% | -17.5% | +21.1% | +6.5% |
| 6M | +10.8% | -16.1% | +26.9% | +11.6% |
| YTD | +48.3% | -41.0% | +89.3% | +58.9% |
| 1Y | +42.9% | -41.6% | +84.5% | +53.2% |
| 3Y | +43.3% | -50.8% | +94.1% | +53.7% |
| 5Y | +94.0% | -10.8% | +104.7% | +75.8% |
| 10Y | +53.7% | +486.3% | -432.6% | -9.7% |
| All | +77.6% | +280.9% | -203.4% | -27.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling