+45.3%
XOP vs EOSE
-85.5%
+130.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +12.6% | -19.0% | -6.0% |
| 7D | -10.5% | +9.7% | -20.3% | -10.2% |
| 30D | -4.3% | -34.6% | +30.2% | -4.8% |
| 3M | +4.7% | -50.8% | +55.5% | +3.7% |
| 6M | -0.1% | -66.5% | +66.4% | -1.5% |
| YTD | +43.8% | -81.3% | +125.2% | +43.4% |
| 1Y | +45.3% | -84.8% | +130.1% | +45.4% |
| All | +45.3% | -85.5% | +130.8% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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