+75.9%
XOP vs BLDR
+277.4%
-201.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +2.4% |
| 7D | +5.2% | -8.2% | +13.4% | +6.9% |
| 30D | -8.4% | +16.3% | -24.6% | -12.0% |
| 3M | +2.9% | -17.0% | +19.9% | +5.7% |
| 6M | +8.8% | -17.4% | +26.2% | +10.0% |
| YTD | +46.9% | -41.6% | +88.5% | +57.8% |
| 1Y | +41.5% | -43.5% | +85.0% | +52.7% |
| 3Y | +43.1% | -51.6% | +94.8% | +54.1% |
| 5Y | +92.2% | -11.6% | +103.8% | +74.5% |
| 10Y | +52.3% | +480.9% | -428.5% | -10.3% |
| All | +75.9% | +277.4% | -201.5% | -27.8% |
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