+87.1%
XOP vs BNY
+660.9%
-573.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.6% | -1.1% | +2.7% | +2.2% |
| 30D | +9.6% | +1.4% | +8.2% | +8.6% |
| 3M | +16.9% | +16.8% | +0.1% | +6.7% |
| 6M | +24.0% | +42.0% | -18.0% | +1.0% |
| YTD | +56.2% | +41.9% | +14.3% | +26.5% |
| 1Y | +51.8% | +59.2% | -7.4% | +15.1% |
| 3Y | +37.0% | +290.9% | -254.0% | -37.3% |
| 5Y | +163.4% | +259.0% | -95.7% | +24.3% |
| 10Y | +56.6% | +413.0% | -356.4% | -37.4% |
| All | +87.1% | +660.9% | -573.9% | -41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling