+56.2%
XOP vs GEN
+150.6%
-94.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | +1.0% | -2.9% | +3.9% | +1.6% |
| 30D | +10.8% | +2.1% | +8.8% | +10.1% |
| 3M | +19.5% | +19.7% | -0.3% | +13.7% |
| 6M | +21.6% | +33.3% | -11.7% | +11.7% |
| YTD | +55.8% | +11.1% | +44.7% | +49.8% |
| 1Y | +54.6% | +3.0% | +51.6% | +51.6% |
| 3Y | +36.6% | +57.9% | -21.2% | +18.1% |
| 5Y | +160.6% | +20.6% | +140.0% | +135.3% |
| 10Y | +56.2% | +153.2% | -97.0% | +4.9% |
| All | +56.2% | +150.6% | -94.3% | +4.9% |
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