+47.6%
XOP vs ETSY
+47.8%
-0.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -1.1% |
| 7D | +2.6% | -8.5% | +11.0% | +2.2% |
| 30D | +15.4% | -10.9% | +26.3% | +15.0% |
| 3M | +12.1% | +14.1% | -2.0% | +12.0% |
| 6M | +19.7% | +37.5% | -17.8% | +19.9% |
| YTD | +52.4% | +38.0% | +14.4% | +52.1% |
| 1Y | +47.6% | +46.5% | +1.0% | +49.9% |
| All | +47.6% | +47.8% | -0.2% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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