+54.2%
XOP vs EPAM
-32.1%
+86.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.7% |
| 7D | +0.6% | -0.9% | +1.5% | +0.6% |
| 30D | +16.5% | +18.4% | -1.8% | +15.8% |
| 3M | +15.7% | +19.2% | -3.5% | +14.7% |
| 6M | +19.2% | -21.0% | +40.2% | +20.0% |
| YTD | +55.0% | -43.7% | +98.7% | +57.0% |
| 1Y | +54.2% | -29.9% | +84.1% | +47.7% |
| All | +54.2% | -32.1% | +86.3% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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