+82.5%
XOP vs BN
+913.8%
-831.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.7% |
| 7D | +2.6% | -2.5% | +5.0% | +4.1% |
| 30D | +15.4% | -9.5% | +24.9% | +23.0% |
| 3M | +12.1% | -10.4% | +22.4% | +19.3% |
| 6M | +19.7% | -6.4% | +26.0% | +20.6% |
| YTD | +52.4% | -11.9% | +64.3% | +58.1% |
| 1Y | +47.6% | -8.6% | +56.2% | +47.9% |
| 3Y | +34.4% | +77.6% | -43.2% | -20.8% |
| 5Y | +154.4% | +37.0% | +117.4% | +74.1% |
| 10Y | +54.7% | +266.4% | -211.7% | -48.1% |
| All | +82.5% | +913.8% | -831.2% | -74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling