+54.6%
XOP vs EXPE
+26.5%
+28.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.5% |
| 7D | +1.0% | -11.5% | +12.5% | -0.1% |
| 30D | +10.8% | -13.1% | +23.9% | +9.5% |
| 3M | +19.5% | +18.1% | +1.3% | +20.9% |
| 6M | +21.6% | +13.3% | +8.3% | +23.1% |
| YTD | +55.8% | -3.2% | +59.1% | +57.0% |
| 1Y | +54.6% | +26.1% | +28.5% | +51.0% |
| All | +54.6% | +26.5% | +28.2% | +51.0% |
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