+54.8%
XOP vs IAU
+218.5%
-163.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +2.0% | +0.3% |
| 7D | +1.6% | -3.4% | +5.0% | +1.8% |
| 30D | +9.6% | -1.1% | +10.7% | +9.6% |
| 3M | +16.9% | +5.8% | +11.1% | +16.4% |
| 6M | +24.0% | -16.9% | +41.0% | +26.3% |
| YTD | +56.2% | +0.1% | +56.1% | +55.2% |
| 1Y | +51.8% | +18.4% | +33.4% | +47.8% |
| 3Y | +37.0% | +123.6% | -86.6% | +24.3% |
| 5Y | +163.4% | +138.7% | +24.6% | +137.5% |
| All | +54.8% | +218.5% | -163.6% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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