+51.7%
XOP vs GEN
+152.9%
-101.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.4% |
| 7D | +6.3% | +2.0% | +4.3% | +5.8% |
| 30D | -6.6% | +27.7% | -34.3% | -12.2% |
| 3M | +3.6% | +3.3% | +0.3% | +1.8% |
| 6M | +10.8% | +31.8% | -21.1% | +1.9% |
| YTD | +48.3% | +13.5% | +34.8% | +40.7% |
| 1Y | +42.9% | +16.0% | +26.9% | +34.8% |
| 3Y | +43.3% | +70.6% | -27.3% | +20.7% |
| 5Y | +94.0% | +32.1% | +61.8% | +69.6% |
| All | +51.7% | +152.9% | -101.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling