+35.2%
XOP vs GPC
+0.9%
+34.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -1.0% |
| 7D | +2.6% | +1.2% | +1.4% | +2.4% |
| 30D | +15.4% | +6.0% | +9.5% | +14.6% |
| 3M | +12.1% | +42.6% | -30.6% | +5.9% |
| 6M | +19.7% | +22.8% | -3.1% | +16.4% |
| YTD | +52.4% | +15.5% | +36.9% | +49.6% |
| 1Y | +47.6% | +2.0% | +45.5% | +48.9% |
| All | +35.2% | +0.9% | +34.3% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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