+50.2%
XOP vs MSCI
+594.9%
-544.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +3.0% |
| 7D | +0.6% | -2.1% | +2.7% | +1.3% |
| 30D | +16.5% | -1.7% | +18.3% | +17.1% |
| 3M | +15.7% | -8.2% | +23.9% | +18.3% |
| 6M | +19.2% | -2.4% | +21.6% | +18.6% |
| YTD | +55.0% | -2.8% | +57.8% | +53.2% |
| 1Y | +54.2% | -2.7% | +56.8% | +51.5% |
| 3Y | +35.9% | +7.3% | +28.6% | +24.9% |
| 5Y | +162.4% | -11.4% | +173.8% | +152.7% |
| 10Y | +50.2% | +605.8% | -555.7% | -36.3% |
| All | +50.2% | +594.9% | -544.8% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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