+8.3%
XOP vs ETSY
+134.9%
-126.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.8% | +6.5% | +2.2% |
| 7D | +0.6% | -10.9% | +11.5% | +1.9% |
| 30D | +16.5% | -14.9% | +31.4% | +18.5% |
| 3M | +15.7% | +5.8% | +9.9% | +14.4% |
| 6M | +19.2% | +29.1% | -9.9% | +14.5% |
| YTD | +55.0% | +31.3% | +23.6% | +47.9% |
| 1Y | +54.2% | +25.1% | +29.1% | +46.9% |
| 3Y | +35.9% | +8.5% | +27.4% | +28.7% |
| 5Y | +162.4% | -66.1% | +228.5% | +175.0% |
| 10Y | +50.2% | +410.3% | -360.1% | -3.7% |
| All | +8.3% | +134.9% | -126.6% | -38.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling