+92.7%
XOP vs LDOS
+48.3%
+44.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.0% |
| 7D | +6.3% | -1.6% | +8.0% | +6.8% |
| 30D | -6.6% | +8.2% | -14.8% | -8.9% |
| 3M | +3.6% | -8.2% | +11.7% | +5.6% |
| 6M | +10.8% | +5.8% | +4.9% | +7.8% |
| YTD | +48.3% | -27.0% | +75.2% | +61.5% |
| 1Y | +42.9% | -31.0% | +73.9% | +59.1% |
| 3Y | +43.3% | +29.3% | +14.0% | +12.4% |
| All | +92.7% | +48.3% | +44.4% | +37.1% |
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 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