+77.6%
XOP vs MET
+309.0%
-231.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.5% |
| 7D | +6.3% | +4.5% | +1.9% | +4.0% |
| 30D | -6.6% | +3.5% | -10.1% | -8.5% |
| 3M | +3.6% | +5.9% | -2.4% | +0.1% |
| 6M | +10.8% | +33.1% | -22.3% | -5.1% |
| YTD | +48.3% | +33.6% | +14.7% | +25.5% |
| 1Y | +42.9% | +32.7% | +10.3% | +21.3% |
| 3Y | +43.3% | +85.0% | -41.7% | +1.8% |
| 5Y | +94.0% | +85.6% | +8.4% | +37.2% |
| 10Y | +53.7% | +198.8% | -145.1% | -10.8% |
| All | +77.6% | +309.0% | -231.4% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling