+55.0%
XOP vs EVRG
+113.9%
-58.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +9.6% | -1.2% | +10.8% | +10.1% |
| 3M | +20.4% | -0.6% | +21.0% | +20.4% |
| 6M | +19.9% | +2.4% | +17.5% | +18.2% |
| YTD | +56.4% | +15.5% | +40.9% | +46.8% |
| 1Y | +52.4% | +16.8% | +35.6% | +42.2% |
| 3Y | +39.9% | +75.0% | -35.1% | +9.5% |
| 5Y | +163.7% | +49.3% | +114.4% | +118.3% |
| All | +55.0% | +113.9% | -58.9% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 10y: compounded portfolio wealth divided by compounded EVRG 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…
10y analysis · Full analysis span regression · 6 months rolling