+35.2%
XOP vs GEN
+61.9%
-26.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | -0.5% |
| 7D | +2.6% | -1.2% | +3.8% | +2.7% |
| 30D | +15.4% | +10.1% | +5.3% | +13.5% |
| 3M | +12.1% | +16.1% | -4.0% | +8.9% |
| 6M | +19.7% | +38.9% | -19.2% | +12.1% |
| YTD | +52.4% | +14.4% | +38.0% | +49.7% |
| 1Y | +47.6% | +5.9% | +41.7% | +47.9% |
| All | +35.2% | +61.9% | -26.7% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling