+39.9%
XOP vs BLK
+66.0%
-26.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.3% |
| 7D | +2.6% | -3.3% | +5.9% | +3.5% |
| 30D | +9.6% | -6.5% | +16.1% | +11.4% |
| 3M | +20.4% | +6.7% | +13.6% | +17.4% |
| 6M | +19.9% | +14.7% | +5.2% | +12.5% |
| YTD | +56.4% | +2.5% | +53.9% | +52.9% |
| 1Y | +52.4% | -2.8% | +55.2% | +52.6% |
| 3Y | +39.9% | +65.9% | -26.0% | +8.9% |
| All | +39.9% | +66.0% | -26.1% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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