+35.9%
XOP vs EXE
+21.0%
+14.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | +0.6% | -1.8% | +2.4% | +1.7% |
| 30D | +16.5% | +6.4% | +10.1% | +12.5% |
| 3M | +15.7% | +9.2% | +6.5% | +9.9% |
| 6M | +19.2% | -7.0% | +26.2% | +23.8% |
| YTD | +55.0% | -9.5% | +64.4% | +62.4% |
| 1Y | +54.2% | +6.2% | +48.0% | +45.7% |
| 3Y | +35.9% | +20.7% | +15.1% | +17.5% |
| All | +35.9% | +21.0% | +14.9% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling