+45.3%
XOP vs EXE
-18.4%
+63.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.9% | -3.5% | -4.8% |
| 7D | -10.5% | -4.7% | -5.9% | -8.0% |
| 30D | -4.3% | +1.0% | -5.4% | -4.8% |
| 3M | +4.7% | -5.6% | +10.3% | +8.0% |
| 6M | -0.1% | -12.3% | +12.2% | +6.8% |
| YTD | +43.8% | -19.5% | +63.3% | +59.9% |
| 1Y | +45.3% | -18.9% | +64.1% | +60.3% |
| All | +45.3% | -18.4% | +63.7% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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