+112.9%
XOP vs EQX
+232.0%
-119.1%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | +2.6% | -3.2% | +5.8% | +3.0% |
| 30D | +9.6% | +7.8% | +1.8% | +8.5% |
| 3M | +20.4% | +21.3% | -1.0% | +17.2% |
| 6M | +19.9% | -22.4% | +42.3% | +21.8% |
| YTD | +56.4% | -11.3% | +67.7% | +55.0% |
| 1Y | +52.4% | +13.5% | +38.9% | +45.3% |
| 3Y | +39.9% | +162.1% | -122.3% | +13.7% |
| 5Y | +163.7% | +84.2% | +79.5% | +116.2% |
| All | +112.9% | +232.0% | -119.1% | +99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling