+37.6%
XOP vs BP
+48.5%
-10.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -10.0% | -6.9% | -3.2% | -4.8% |
| 30D | -9.1% | -3.6% | -5.5% | -6.4% |
| 3M | +5.1% | +8.4% | -3.4% | -1.5% |
| 6M | +6.4% | +5.3% | +1.0% | +1.9% |
| YTD | +39.7% | +33.2% | +6.6% | +10.9% |
| 1Y | +37.2% | +28.2% | +9.1% | +12.2% |
| 3Y | +37.6% | +49.2% | -11.6% | -1.3% |
| All | +37.6% | +48.5% | -10.9% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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