+33.6%
XOP vs EXPE
+185.1%
-151.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.8% | -0.7% |
| 7D | +2.6% | -9.5% | +12.1% | +3.6% |
| 30D | +15.4% | -6.6% | +22.1% | +16.1% |
| 3M | +12.1% | +31.4% | -19.3% | +7.7% |
| 6M | +19.7% | +35.2% | -15.5% | +13.7% |
| YTD | +52.4% | +5.8% | +46.6% | +50.1% |
| 1Y | +47.6% | +38.7% | +8.9% | +36.0% |
| All | +33.6% | +185.1% | -151.5% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling