+40.6%
XOP vs EQH
+234.7%
-194.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.7% |
| 7D | +2.6% | +0.7% | +1.9% | +2.1% |
| 30D | +9.6% | +2.8% | +6.8% | +7.3% |
| 3M | +20.4% | +23.1% | -2.7% | +4.3% |
| 6M | +19.9% | +41.4% | -21.5% | -7.0% |
| YTD | +56.4% | +14.3% | +42.1% | +37.5% |
| 1Y | +52.4% | +1.6% | +50.8% | +43.6% |
| 3Y | +39.9% | +102.7% | -62.8% | -21.7% |
| 5Y | +163.7% | +104.5% | +59.2% | +39.7% |
| All | +40.6% | +234.7% | -194.1% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling