+54.6%
XOP vs GEN
+0.6%
+54.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | +1.0% | -2.9% | +3.9% | +1.0% |
| 30D | +10.8% | +2.1% | +8.8% | +10.8% |
| 3M | +19.5% | +19.7% | -0.3% | +19.0% |
| 6M | +21.6% | +33.3% | -11.7% | +22.6% |
| YTD | +55.8% | +11.1% | +44.7% | +62.9% |
| 1Y | +54.6% | +3.0% | +51.6% | +60.3% |
| All | +54.6% | +0.6% | +54.0% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling