+27.1%
XOP vs MSCI
+2,756.4%
-2,729.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.7% |
| 7D | +2.6% | +0.4% | +2.2% | +2.4% |
| 30D | +15.4% | +0.6% | +14.9% | +15.0% |
| 3M | +12.1% | -7.1% | +19.1% | +14.5% |
| 6M | +19.7% | +0.8% | +18.9% | +17.3% |
| YTD | +52.4% | +1.0% | +51.4% | +48.1% |
| 1Y | +47.6% | +4.3% | +43.2% | +40.2% |
| 3Y | +34.4% | +9.9% | +24.4% | +20.8% |
| 5Y | +154.4% | -6.8% | +161.1% | +136.3% |
| 10Y | +54.7% | +614.7% | -560.0% | -49.8% |
| All | +27.1% | +2,756.4% | -2,729.3% | -81.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling