+45.3%
XOP vs FRSH
+21.1%
+24.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -6.3% | -0.1% | -6.1% |
| 7D | -10.5% | -13.8% | +3.3% | -10.1% |
| 30D | -4.3% | +0.3% | -4.7% | -4.2% |
| 3M | +4.7% | +10.1% | -5.4% | +4.6% |
| 6M | -0.1% | +47.7% | -47.7% | -1.1% |
| YTD | +43.8% | +8.2% | +35.6% | +38.9% |
| 1Y | +45.3% | +21.4% | +23.8% | +37.0% |
| All | +45.3% | +21.1% | +24.2% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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