+51.8%
XOP vs FND
-45.8%
+97.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | 0.0% |
| 7D | +1.6% | -5.1% | +6.7% | +0.8% |
| 30D | +9.6% | -22.5% | +32.1% | +5.3% |
| 3M | +16.9% | -5.0% | +21.9% | +16.1% |
| 6M | +24.0% | -21.5% | +45.6% | +24.9% |
| YTD | +56.2% | -23.0% | +79.2% | +56.9% |
| 1Y | +51.8% | -44.9% | +96.7% | +56.2% |
| All | +51.8% | -45.8% | +97.6% | +56.2% |
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