+45.3%
XOP vs EXPE
+48.9%
-3.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +10.5% | -16.9% | -5.2% |
| 7D | -10.5% | +14.6% | -25.2% | -9.0% |
| 30D | -4.3% | +21.4% | -25.8% | -2.2% |
| 3M | +4.7% | +1.4% | +3.3% | +5.4% |
| 6M | -0.1% | +28.6% | -28.7% | +3.2% |
| YTD | +43.8% | +12.1% | +31.7% | +47.8% |
| 1Y | +45.3% | +50.0% | -4.7% | +44.6% |
| All | +45.3% | +48.9% | -3.6% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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