+47.6%
XOP vs FOXA
+9.1%
+38.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | -0.7% |
| 7D | +2.6% | -4.0% | +6.5% | +2.7% |
| 30D | +15.4% | +12.0% | +3.5% | +14.7% |
| 3M | +12.1% | +0.3% | +11.8% | +12.5% |
| 6M | +19.7% | +12.5% | +7.2% | +19.5% |
| YTD | +52.4% | -9.6% | +62.0% | +50.9% |
| 1Y | +47.6% | +8.6% | +39.0% | +46.8% |
| All | +47.6% | +9.1% | +38.5% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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