+48.2%
XOP vs LDOS
+248.5%
-200.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.8% |
| 7D | -14.7% | -7.2% | -7.5% | -12.0% |
| 30D | -7.7% | +16.8% | -24.5% | -14.2% |
| 3M | +4.4% | -1.6% | +6.0% | +4.4% |
| 6M | +3.5% | -1.0% | +4.5% | +2.1% |
| YTD | +39.4% | -25.8% | +65.2% | +55.3% |
| 1Y | +39.8% | -31.1% | +70.9% | +61.6% |
| 3Y | +29.7% | +32.8% | -3.1% | -0.9% |
| 5Y | +78.6% | +49.4% | +29.2% | +24.8% |
| All | +48.2% | +248.5% | -200.3% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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