+92.7%
XOP vs EXPD
+60.9%
+31.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.1% |
| 7D | +6.3% | +5.5% | +0.8% | +4.5% |
| 30D | -6.6% | -0.8% | -5.8% | -6.4% |
| 3M | +3.6% | +4.1% | -0.6% | +2.1% |
| 6M | +10.8% | +25.7% | -14.9% | +2.1% |
| YTD | +48.3% | +31.4% | +16.9% | +33.3% |
| 1Y | +42.9% | +42.2% | +0.8% | +24.5% |
| 3Y | +43.3% | +77.2% | -33.9% | +12.0% |
| All | +92.7% | +60.9% | +31.8% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 5y: compounded portfolio wealth divided by compounded EXPD 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…
5y analysis · Full analysis span regression · 6 months rolling