+76.4%
XOP vs MDB
+986.0%
-909.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | +1.0% | -4.5% | +5.5% | +1.4% |
| 30D | +10.8% | -14.0% | +24.8% | +12.3% |
| 3M | +19.5% | +5.3% | +14.1% | +18.0% |
| 6M | +21.6% | +31.9% | -10.3% | +16.4% |
| YTD | +55.8% | -14.6% | +70.4% | +55.3% |
| 1Y | +54.6% | +8.2% | +46.4% | +49.2% |
| 3Y | +36.6% | -5.0% | +41.7% | +27.5% |
| 5Y | +160.6% | -24.5% | +185.2% | +133.7% |
| All | +76.4% | +986.0% | -909.6% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MDB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling