+51.8%
XOP vs EAT
+38.2%
+13.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +1.6% | -6.2% | +7.8% | +1.0% |
| 30D | +9.6% | -3.0% | +12.6% | +9.4% |
| 3M | +16.9% | +45.6% | -28.7% | +22.4% |
| 6M | +24.0% | +53.5% | -29.5% | +30.1% |
| YTD | +56.2% | +49.6% | +6.6% | +64.5% |
| 1Y | +51.8% | +38.9% | +12.9% | +57.0% |
| All | +51.8% | +38.2% | +13.6% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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