+55.0%
XOP vs BND
+15.0%
+40.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.6% | -1.0% | +3.6% | +2.3% |
| 30D | +9.6% | -1.1% | +10.7% | +9.2% |
| 3M | +20.4% | -1.9% | +22.2% | +19.7% |
| 6M | +19.9% | -1.6% | +21.5% | +19.4% |
| YTD | +56.4% | -1.2% | +57.6% | +55.9% |
| 1Y | +52.4% | -0.7% | +53.2% | +52.1% |
| 3Y | +39.9% | +12.5% | +27.4% | +43.0% |
| 5Y | +163.7% | -2.5% | +166.3% | +155.9% |
| All | +55.0% | +15.0% | +40.0% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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