+82.5%
XOP vs GRMN
+952.2%
-869.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | +2.6% | -2.9% | +5.4% | +3.7% |
| 30D | +15.4% | -8.4% | +23.9% | +19.3% |
| 3M | +12.1% | +15.0% | -2.9% | +5.0% |
| 6M | +19.7% | +11.2% | +8.5% | +12.4% |
| YTD | +52.4% | +37.7% | +14.7% | +30.7% |
| 1Y | +47.6% | +18.5% | +29.1% | +33.7% |
| 3Y | +34.4% | +175.8% | -141.4% | -17.6% |
| 5Y | +154.4% | +75.1% | +79.3% | +85.4% |
| 10Y | +54.7% | +637.0% | -582.4% | -35.6% |
| All | +82.5% | +952.2% | -869.7% | -52.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling