+35.9%
XOP vs BN
+79.0%
-43.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.4% |
| 7D | +0.6% | -1.2% | +1.8% | +0.9% |
| 30D | +16.5% | -10.9% | +27.4% | +20.0% |
| 3M | +15.7% | -11.1% | +26.8% | +19.0% |
| 6M | +19.2% | -4.4% | +23.6% | +18.2% |
| YTD | +55.0% | -14.1% | +69.1% | +59.0% |
| 1Y | +54.2% | -11.1% | +65.2% | +54.8% |
| 3Y | +35.9% | +75.6% | -39.7% | +6.8% |
| All | +35.9% | +79.0% | -43.1% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling