+47.6%
XOP vs BUD
+36.8%
+10.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +2.6% | +0.3% | +2.3% | +2.6% |
| 30D | +15.4% | -5.7% | +21.1% | +14.3% |
| 3M | +12.1% | +3.1% | +8.9% | +13.4% |
| 6M | +19.7% | +7.9% | +11.8% | +24.4% |
| YTD | +52.4% | +27.3% | +25.1% | +57.1% |
| 1Y | +47.6% | +37.8% | +9.7% | +58.7% |
| All | +47.6% | +36.8% | +10.7% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling