+51.7%
XOP vs BN
+290.8%
-239.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.9% |
| 7D | +6.3% | -1.0% | +7.3% | +6.8% |
| 30D | -6.6% | +14.0% | -20.6% | -14.7% |
| 3M | +3.6% | -9.0% | +12.6% | +8.1% |
| 6M | +10.8% | -8.8% | +19.6% | +14.0% |
| YTD | +48.3% | -10.3% | +58.5% | +49.9% |
| 1Y | +42.9% | -5.8% | +48.7% | +39.6% |
| 3Y | +43.3% | +94.8% | -51.5% | -21.4% |
| 5Y | +94.0% | +31.5% | +62.5% | +37.9% |
| All | +51.7% | +290.8% | -239.2% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling