+54.8%
XOP vs GRMN
+646.1%
-591.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.6% | -1.8% | +3.4% | +2.4% |
| 30D | +9.6% | -12.1% | +21.7% | +15.9% |
| 3M | +16.9% | +18.0% | -1.1% | +7.1% |
| 6M | +24.0% | +13.7% | +10.3% | +14.1% |
| YTD | +56.2% | +35.3% | +20.9% | +30.8% |
| 1Y | +51.8% | +17.2% | +34.5% | +35.5% |
| 3Y | +37.0% | +179.6% | -142.7% | -30.4% |
| 5Y | +163.4% | +75.6% | +87.8% | +79.3% |
| All | +54.8% | +646.1% | -591.3% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling