+35.9%
XOP vs IAU
+125.1%
-89.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +1.8% |
| 7D | +0.6% | +0.7% | -0.1% | +0.6% |
| 30D | +16.5% | +0.3% | +16.2% | +16.4% |
| 3M | +15.7% | +0.7% | +15.0% | +15.7% |
| 6M | +19.2% | -15.5% | +34.7% | +22.4% |
| YTD | +55.0% | +1.0% | +54.0% | +52.0% |
| 1Y | +54.2% | +19.6% | +34.6% | +44.5% |
| 3Y | +35.9% | +125.4% | -89.6% | -9.7% |
| All | +35.9% | +125.1% | -89.3% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling