+56.2%
XOP vs EXPE
+153.6%
-97.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | +1.0% | -11.5% | +12.5% | +4.4% |
| 30D | +10.8% | -13.1% | +23.9% | +14.9% |
| 3M | +19.5% | +18.1% | +1.3% | +11.7% |
| 6M | +21.6% | +13.3% | +8.3% | +13.9% |
| YTD | +55.8% | -3.2% | +59.1% | +50.9% |
| 1Y | +54.6% | +26.1% | +28.5% | +35.1% |
| 3Y | +36.6% | +151.7% | -115.1% | -11.4% |
| 5Y | +160.6% | +88.3% | +72.3% | +72.0% |
| 10Y | +56.2% | +158.0% | -101.8% | -25.2% |
| All | +56.2% | +153.6% | -97.4% | -25.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling