+42.4%
XOP vs LUMN
-62.6%
+105.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -11.0% | +8.1% | -2.9% |
| 7D | -12.7% | -16.9% | +4.2% | -12.8% |
| 30D | -7.6% | -32.7% | +25.0% | -7.9% |
| 3M | +5.8% | -34.5% | +40.4% | +5.5% |
| 6M | -2.7% | -56.9% | +54.1% | -3.9% |
| YTD | +39.7% | -48.8% | +88.5% | +37.0% |
| 1Y | +42.4% | -63.4% | +105.8% | +38.3% |
| All | +42.4% | -62.6% | +105.0% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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