+45.3%
XOP vs FIS
-50.5%
+95.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -23.7% | +17.3% | -4.7% |
| 7D | -10.5% | -18.4% | +7.9% | -8.8% |
| 30D | -4.3% | -11.4% | +7.0% | -2.4% |
| 3M | +4.7% | -32.0% | +36.7% | +5.8% |
| 6M | -0.1% | -35.6% | +35.5% | +1.5% |
| YTD | +43.8% | -53.8% | +97.6% | +42.5% |
| 1Y | +45.3% | -51.1% | +96.3% | +45.2% |
| All | +45.3% | -50.5% | +95.8% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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