+75.8%
XOP vs GLDM
+121.8%
-46.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -14.7% | +4.7% | -19.4% | -15.3% |
| 30D | -7.7% | -0.9% | -6.8% | -7.6% |
| 3M | +4.4% | -4.3% | +8.7% | +5.0% |
| 6M | +3.5% | -13.4% | +16.9% | +6.1% |
| YTD | +39.4% | -5.8% | +45.2% | +37.4% |
| 1Y | +39.8% | +2.1% | +37.7% | +33.9% |
| 3Y | +29.7% | +105.0% | -75.4% | -10.8% |
| All | +75.8% | +121.8% | -46.0% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling