+58.5%
XOP vs FND
+57.9%
+0.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.4% |
| 7D | +6.3% | -6.8% | +13.2% | +7.8% |
| 30D | -6.6% | +8.0% | -14.6% | -8.8% |
| 3M | +3.6% | -18.9% | +22.5% | +7.2% |
| 6M | +10.8% | +4.7% | +6.1% | +6.3% |
| YTD | +48.3% | -21.6% | +69.8% | +50.0% |
| 1Y | +42.9% | -22.0% | +65.0% | +44.6% |
| 3Y | +43.3% | -40.4% | +83.7% | +48.1% |
| 5Y | +94.0% | -63.8% | +157.8% | +118.5% |
| All | +58.5% | +57.9% | +0.6% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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