+43.4%
XOP vs GLXY
-38.3%
+81.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -6.0% | +0.2% |
| 7D | -10.0% | -0.5% | -9.5% | -9.9% |
| 30D | -9.1% | -28.6% | +19.6% | -9.1% |
| 3M | +5.1% | -28.1% | +33.1% | +4.9% |
| 6M | +6.4% | -52.0% | +58.4% | +6.1% |
| YTD | +39.7% | -35.1% | +74.8% | +37.6% |
| 1Y | +37.2% | -54.0% | +91.3% | +36.2% |
| All | +43.4% | -38.3% | +81.7% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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