+55.0%
XOP vs MDY
+177.2%
-122.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.8% |
| 7D | +2.6% | -1.9% | +4.5% | +4.8% |
| 30D | +9.6% | -4.6% | +14.2% | +15.5% |
| 3M | +20.4% | -1.2% | +21.6% | +21.2% |
| 6M | +19.9% | +9.2% | +10.7% | +5.0% |
| YTD | +56.4% | +13.1% | +43.3% | +30.9% |
| 1Y | +52.4% | +13.0% | +39.4% | +27.3% |
| 3Y | +39.9% | +49.2% | -9.3% | -18.7% |
| 5Y | +163.7% | +47.2% | +116.5% | +54.1% |
| All | +55.0% | +177.2% | -122.2% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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