+42.9%
XOP vs LDOS
-31.9%
+74.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +0.9% |
| 7D | +6.3% | -1.6% | +8.0% | +6.4% |
| 30D | -6.6% | +8.2% | -14.8% | -7.0% |
| 3M | +3.6% | -8.2% | +11.7% | +3.9% |
| 6M | +10.8% | +5.8% | +4.9% | +11.2% |
| YTD | +48.3% | -27.0% | +75.2% | +50.8% |
| 1Y | +42.9% | -31.0% | +73.9% | +48.4% |
| All | +42.9% | -31.9% | +74.8% | +48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling