+42.9%
XOP vs FND
-24.7%
+67.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +0.4% |
| 7D | +6.3% | -6.8% | +13.2% | +4.8% |
| 30D | -6.6% | +8.0% | -14.6% | -4.6% |
| 3M | +3.6% | -18.9% | +22.5% | +0.1% |
| 6M | +10.8% | +4.7% | +6.1% | +12.9% |
| YTD | +48.3% | -21.6% | +69.8% | +48.9% |
| 1Y | +42.9% | -22.0% | +65.0% | +43.5% |
| All | +42.9% | -24.7% | +67.6% | +43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling