+51.7%
XOP vs EVRG
+124.6%
-73.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.7% |
| 7D | +6.3% | +1.4% | +4.9% | +5.8% |
| 30D | -6.6% | +7.4% | -14.0% | -9.1% |
| 3M | +3.6% | +7.2% | -3.7% | +0.7% |
| 6M | +10.8% | +9.5% | +1.3% | +6.6% |
| YTD | +48.3% | +25.6% | +22.7% | +34.8% |
| 1Y | +42.9% | +20.4% | +22.6% | +32.1% |
| 3Y | +43.3% | +108.8% | -65.5% | +4.7% |
| 5Y | +94.0% | +68.0% | +26.0% | +53.5% |
| All | +51.7% | +124.6% | -73.0% | +19.5% |
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