+87.3%
XOP vs BRKR
+1,074.2%
-986.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | +2.6% | -8.7% | +11.3% | +5.1% |
| 30D | +9.6% | -9.9% | +19.5% | +12.4% |
| 3M | +20.4% | -3.1% | +23.4% | +18.9% |
| 6M | +19.9% | +45.5% | -25.6% | +3.2% |
| YTD | +56.4% | +13.7% | +42.7% | +43.4% |
| 1Y | +52.4% | +67.4% | -15.0% | +23.4% |
| 3Y | +39.9% | -13.2% | +53.1% | +29.8% |
| 5Y | +163.7% | -39.5% | +203.2% | +165.2% |
| 10Y | +56.8% | +153.5% | -96.7% | +0.4% |
| All | +87.3% | +1,074.2% | -986.9% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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