+39.2%
XOP vs GEN
+15.3%
+23.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +2.7% |
| 7D | +0.5% | -0.8% | +1.3% | +0.4% |
| 30D | -7.3% | +31.2% | -38.5% | -7.0% |
| 3M | +1.4% | +6.1% | -4.7% | +1.4% |
| 6M | +7.8% | +38.1% | -30.4% | +7.9% |
| YTD | +44.5% | +14.4% | +30.1% | +49.4% |
| All | +39.2% | +15.3% | +23.9% | +43.3% |
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