+153.3%
XOP vs EQX
+83.7%
+69.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | +2.6% | -3.2% | +5.8% | +2.9% |
| 30D | +9.6% | +7.8% | +1.8% | +8.7% |
| 3M | +20.4% | +21.3% | -1.0% | +17.8% |
| 6M | +19.9% | -22.4% | +42.3% | +21.8% |
| YTD | +56.4% | -11.3% | +67.7% | +55.2% |
| 1Y | +52.4% | +13.5% | +38.9% | +45.9% |
| 3Y | +39.9% | +162.1% | -122.3% | +14.3% |
| All | +153.3% | +83.7% | +69.6% | +122.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 5y: compounded portfolio wealth divided by compounded EQX 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…
5y analysis · Full analysis span regression · 6 months rolling