+153.3%
XOP vs LUV
-11.9%
+165.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.1% |
| 7D | +2.6% | -1.0% | +3.6% | +2.8% |
| 30D | +9.6% | -12.4% | +22.0% | +12.0% |
| 3M | +20.4% | -11.0% | +31.3% | +22.0% |
| 6M | +19.9% | -5.0% | +24.9% | +18.6% |
| YTD | +56.4% | -3.8% | +60.2% | +52.0% |
| 1Y | +52.4% | +25.9% | +26.5% | +35.9% |
| 3Y | +39.9% | +42.2% | -2.4% | +14.5% |
| All | +153.3% | -11.9% | +165.2% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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