+56.2%
XOP vs FDX
+173.3%
-117.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.1% | +1.3% |
| 7D | +1.0% | -2.3% | +3.3% | +2.0% |
| 30D | +10.8% | -4.9% | +15.7% | +13.1% |
| 3M | +19.5% | -6.5% | +25.9% | +22.2% |
| 6M | +21.6% | +6.7% | +14.9% | +15.1% |
| YTD | +55.8% | +33.9% | +22.0% | +31.3% |
| 1Y | +54.6% | +72.2% | -17.5% | +14.5% |
| 3Y | +36.6% | +60.2% | -23.6% | -0.7% |
| 5Y | +160.6% | +62.9% | +97.7% | +77.4% |
| 10Y | +56.2% | +178.8% | -122.6% | -31.5% |
| All | +56.2% | +173.3% | -117.0% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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