+55.5%
XOP vs GEHC
+4.1%
+51.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | +1.0% | -7.6% | +8.6% | +2.4% |
| 30D | +10.8% | -10.7% | +21.5% | +13.1% |
| 3M | +19.5% | -1.2% | +20.7% | +19.2% |
| 6M | +21.6% | -13.7% | +35.3% | +24.4% |
| YTD | +55.8% | -20.4% | +76.3% | +62.5% |
| 1Y | +54.6% | -17.0% | +71.7% | +58.8% |
| 3Y | +36.6% | +0.9% | +35.7% | +31.7% |
| All | +55.5% | +4.1% | +51.5% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 5y: compounded portfolio wealth divided by compounded GEHC 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…
5y analysis · Full analysis span regression · 6 months rolling