+39.4%
XOP vs BND
+13.3%
+26.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.4% |
| 7D | +1.0% | -0.1% | +1.1% | +0.9% |
| 30D | +10.8% | -0.2% | +11.1% | +10.7% |
| 3M | +19.5% | -0.7% | +20.1% | +19.0% |
| 6M | +21.6% | -1.7% | +23.3% | +21.0% |
| YTD | +55.8% | -0.5% | +56.4% | +55.4% |
| 1Y | +54.6% | +0.4% | +54.3% | +54.4% |
| All | +39.4% | +13.3% | +26.1% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling