+160.6%
XOP vs MET
+82.9%
+77.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +1.0% | -0.8% | +1.7% | +1.3% |
| 30D | +10.8% | -1.4% | +12.2% | +11.5% |
| 3M | +19.5% | +12.5% | +6.9% | +10.7% |
| 6M | +21.6% | +37.1% | -15.5% | -1.2% |
| YTD | +55.8% | +23.8% | +32.0% | +34.4% |
| 1Y | +54.6% | +24.1% | +30.5% | +32.3% |
| 3Y | +36.6% | +65.2% | -28.6% | -6.9% |
| 5Y | +160.6% | +82.3% | +78.4% | +55.5% |
| All | +160.6% | +82.9% | +77.7% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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