+160.6%
XOP vs GRMN
+75.7%
+85.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.8% | +0.9% |
| 7D | +1.0% | -1.4% | +2.4% | +1.3% |
| 30D | +10.8% | -13.1% | +23.9% | +14.7% |
| 3M | +19.5% | +14.9% | +4.5% | +14.5% |
| 6M | +21.6% | +13.1% | +8.5% | +16.3% |
| YTD | +55.8% | +35.3% | +20.5% | +40.5% |
| 1Y | +54.6% | +16.0% | +38.7% | +45.8% |
| 3Y | +36.6% | +179.6% | -143.0% | -6.4% |
| 5Y | +160.6% | +75.0% | +85.6% | +95.5% |
| All | +160.6% | +75.7% | +85.0% | +95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling