+68.6%
XOP vs GEN
+429.9%
-361.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | -8.4% | +1.0% | -9.4% | -8.8% |
| 30D | -8.4% | +29.1% | -37.4% | -17.3% |
| 3M | +0.2% | +2.9% | -2.7% | -2.8% |
| 6M | +7.2% | +33.6% | -26.4% | -6.6% |
| YTD | +40.8% | +12.0% | +28.8% | +29.2% |
| 1Y | +36.3% | +16.2% | +20.1% | +23.3% |
| 3Y | +37.2% | +65.1% | -27.9% | +5.3% |
| 5Y | +86.6% | +33.3% | +53.3% | +49.2% |
| 10Y | +44.0% | +149.7% | -105.6% | -22.6% |
| All | +68.6% | +429.9% | -361.3% | -44.5% |
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 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