+82.5%
XOP vs GEN
+441.2%
-358.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | 0.0% |
| 7D | +2.6% | -1.2% | +3.8% | +2.9% |
| 30D | +15.4% | +10.1% | +5.3% | +11.0% |
| 3M | +12.1% | +16.1% | -4.0% | +5.1% |
| 6M | +19.7% | +38.9% | -19.2% | +3.3% |
| YTD | +52.4% | +14.4% | +38.0% | +41.0% |
| 1Y | +47.6% | +5.9% | +41.7% | +40.6% |
| 3Y | +34.4% | +58.8% | -24.4% | +6.1% |
| 5Y | +154.4% | +24.7% | +129.7% | +112.8% |
| 10Y | +54.7% | +163.1% | -108.4% | -17.7% |
| All | +82.5% | +441.2% | -358.7% | -39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling