+35.1%
XOP vs GLDM
+128.8%
-93.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.8% |
| 7D | +2.6% | -0.5% | +3.1% | +2.6% |
| 30D | +15.4% | +4.4% | +11.0% | +15.0% |
| 3M | +12.1% | -1.1% | +13.1% | +12.4% |
| 6M | +19.7% | -13.7% | +33.4% | +22.7% |
| YTD | +52.4% | +2.8% | +49.6% | +49.4% |
| 1Y | +47.6% | +24.8% | +22.7% | +37.4% |
| All | +35.1% | +128.8% | -93.6% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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