+39.9%
XOP vs BNY
+287.0%
-247.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.6% | -1.3% | +3.9% | +3.2% |
| 30D | +9.6% | -0.2% | +9.8% | +9.6% |
| 3M | +20.4% | +14.9% | +5.4% | +12.2% |
| 6M | +19.9% | +40.0% | -20.1% | +0.2% |
| YTD | +56.4% | +42.0% | +14.4% | +28.5% |
| 1Y | +52.4% | +56.9% | -4.4% | +17.2% |
| 3Y | +39.9% | +289.9% | -250.0% | -34.6% |
| All | +39.9% | +287.0% | -247.1% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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