+47.6%
XOP vs ELV
+34.8%
+12.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +0.9% | -0.8% |
| 7D | +2.6% | +3.3% | -0.7% | +2.5% |
| 30D | +15.4% | +4.2% | +11.3% | +15.4% |
| 3M | +12.1% | -0.1% | +12.1% | +12.1% |
| 6M | +19.7% | +41.3% | -21.6% | +19.4% |
| YTD | +52.4% | +17.4% | +35.0% | +52.4% |
| 1Y | +47.6% | +35.1% | +12.5% | +49.1% |
| All | +47.6% | +34.8% | +12.7% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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