+47.8%
XOP vs BND
+76.8%
-28.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.8% |
| 7D | +2.6% | -0.1% | +2.7% | +2.5% |
| 30D | +15.4% | -0.4% | +15.8% | +15.2% |
| 3M | +12.1% | -0.6% | +12.7% | +11.7% |
| 6M | +19.7% | -1.4% | +21.1% | +19.0% |
| YTD | +52.4% | -0.2% | +52.6% | +52.5% |
| 1Y | +47.6% | +1.3% | +46.3% | +48.9% |
| 3Y | +34.4% | +13.2% | +21.2% | +44.0% |
| 5Y | +154.4% | -1.6% | +155.9% | +146.7% |
| 10Y | +54.7% | +15.5% | +39.2% | +71.6% |
| All | +47.8% | +76.8% | -28.9% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling