+92.7%
XOP vs GLDM
+107.1%
-14.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +6.3% | -4.6% | +11.0% | +7.0% |
| 30D | -6.6% | -5.5% | -1.1% | -5.9% |
| 3M | +3.6% | -10.9% | +14.4% | +5.2% |
| 6M | +10.8% | -17.3% | +28.1% | +14.2% |
| YTD | +48.3% | -10.2% | +58.4% | +46.9% |
| 1Y | +42.9% | -6.9% | +49.9% | +39.8% |
| 3Y | +43.3% | +98.7% | -55.4% | -2.4% |
| All | +92.7% | +107.1% | -14.4% | +22.2% |
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