+75.8%
XOP vs LDOS
+49.1%
+26.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.5% |
| 7D | -14.7% | -7.2% | -7.5% | -13.0% |
| 30D | -7.7% | +16.8% | -24.5% | -11.9% |
| 3M | +4.4% | -1.6% | +6.0% | +4.5% |
| 6M | +3.5% | -1.0% | +4.5% | +3.2% |
| YTD | +39.4% | -25.8% | +65.2% | +51.3% |
| 1Y | +39.8% | -31.1% | +70.9% | +56.1% |
| 3Y | +29.7% | +32.8% | -3.1% | +0.9% |
| All | +75.8% | +49.1% | +26.6% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling