+82.5%
XOP vs MET
+286.7%
-204.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | 0.0% |
| 7D | +2.6% | +1.2% | +1.4% | +1.9% |
| 30D | +15.4% | +1.4% | +14.0% | +14.4% |
| 3M | +12.1% | +17.7% | -5.6% | +2.7% |
| 6M | +19.7% | +35.0% | -15.3% | +1.5% |
| YTD | +52.4% | +26.3% | +26.1% | +33.1% |
| 1Y | +47.6% | +22.8% | +24.7% | +30.2% |
| 3Y | +34.4% | +65.9% | -31.6% | +1.0% |
| 5Y | +154.4% | +85.4% | +69.0% | +81.0% |
| 10Y | +54.7% | +253.7% | -199.0% | -15.7% |
| All | +82.5% | +286.7% | -204.2% | -15.9% |
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