+43.3%
XOP vs GRMN
+155.8%
-112.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +6.3% | -0.9% | +7.2% | +6.5% |
| 30D | -6.6% | +1.2% | -7.8% | -6.9% |
| 3M | +3.6% | -8.9% | +12.5% | +5.1% |
| 6M | +10.8% | +23.0% | -12.2% | +5.6% |
| YTD | +48.3% | +41.2% | +7.0% | +34.9% |
| 1Y | +42.9% | +47.5% | -4.6% | +28.4% |
| 3Y | +43.3% | +155.8% | -112.5% | +11.3% |
| All | +43.3% | +155.8% | -112.5% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling