+162.4%
XOP vs BUD
+45.2%
+117.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.4% | +1.8% |
| 7D | +0.6% | +0.8% | -0.1% | +0.5% |
| 30D | +16.5% | -4.8% | +21.3% | +17.5% |
| 3M | +15.7% | +1.4% | +14.4% | +15.2% |
| 6M | +19.2% | +9.9% | +9.3% | +16.3% |
| YTD | +55.0% | +26.3% | +28.6% | +45.6% |
| 1Y | +54.2% | +36.1% | +18.0% | +42.0% |
| 3Y | +35.9% | +48.6% | -12.7% | +19.5% |
| 5Y | +162.4% | +45.0% | +117.4% | +131.1% |
| All | +162.4% | +45.2% | +117.2% | +131.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling