+75.8%
XOP vs MSCI
+3.6%
+72.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.3% |
| 7D | -14.7% | +2.8% | -17.5% | -15.4% |
| 30D | -7.7% | +15.4% | -23.1% | -11.1% |
| 3M | +4.4% | +13.4% | -9.0% | +0.9% |
| 6M | +3.5% | +10.9% | -7.4% | -0.1% |
| YTD | +39.4% | +13.0% | +26.4% | +32.9% |
| 1Y | +39.8% | +12.0% | +27.8% | +33.5% |
| 3Y | +29.7% | +34.1% | -4.4% | +14.0% |
| All | +75.8% | +3.6% | +72.2% | +72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling