+52.4%
XOP vs ETSY
+23.3%
+29.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | +0.2% |
| 7D | +2.6% | -4.9% | +7.5% | +2.4% |
| 30D | +9.6% | -8.6% | +18.2% | +9.2% |
| 3M | +20.4% | +4.8% | +15.6% | +20.0% |
| 6M | +19.9% | +38.1% | -18.2% | +19.6% |
| YTD | +56.4% | +31.2% | +25.2% | +55.5% |
| 1Y | +52.4% | +22.1% | +30.3% | +53.9% |
| All | +52.4% | +23.3% | +29.1% | +53.9% |
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