+10.8%
XOP vs IAU
-17.4%
+28.1%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +1.0% |
| 7D | +6.3% | -4.6% | +10.9% | +4.9% |
| 30D | -6.6% | -5.4% | -1.2% | -7.4% |
| 3M | +3.6% | -10.9% | +14.4% | +1.6% |
| 6M | +10.8% | -17.4% | +28.1% | +5.4% |
| All | +10.8% | -17.4% | +28.1% | +5.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling