+48.2%
XOP vs LSCC
+1,244.7%
-1,196.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.1% | -7.3% | -1.8% |
| 7D | -14.7% | +13.0% | -27.7% | -17.4% |
| 30D | -7.7% | -19.8% | +12.1% | -3.7% |
| 3M | +4.4% | -18.4% | +22.8% | +7.7% |
| 6M | +3.5% | -16.1% | +19.6% | +3.7% |
| YTD | +39.4% | +42.7% | -3.3% | +18.6% |
| 1Y | +39.8% | +68.0% | -28.2% | +13.3% |
| 3Y | +29.7% | +85.8% | -56.2% | -5.1% |
| 5Y | +78.6% | +28.0% | +50.5% | +35.1% |
| All | +48.2% | +1,244.7% | -1,196.5% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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