+36.3%
XOP vs LII
-28.7%
+65.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.7% |
| 7D | -8.4% | +0.4% | -8.8% | -8.2% |
| 30D | -8.4% | -2.4% | -6.0% | -8.4% |
| 3M | +0.2% | -17.5% | +17.7% | -2.3% |
| 6M | +7.2% | -32.8% | +40.1% | +2.5% |
| YTD | +40.8% | -27.7% | +68.5% | +34.1% |
| 1Y | +36.3% | -28.1% | +64.4% | +29.8% |
| All | +36.3% | -28.7% | +65.0% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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