+76.5%
XOP vs GEN
+27.3%
+49.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -10.0% | -0.3% | -9.7% | -10.0% |
| 30D | -9.1% | +28.2% | -37.2% | -13.2% |
| 3M | +5.1% | +2.6% | +2.5% | +4.0% |
| 6M | +6.4% | +32.7% | -26.3% | -0.6% |
| YTD | +39.7% | +11.3% | +28.5% | +35.6% |
| 1Y | +37.2% | +17.9% | +19.3% | +31.3% |
| 3Y | +37.6% | +66.3% | -28.7% | +21.6% |
| 5Y | +76.5% | +31.7% | +44.8% | +49.5% |
| All | +76.5% | +27.3% | +49.2% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling