+49.9%
XOP vs NDAQ
+475.0%
-425.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.8% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | -7.3% | +16.3% | -23.6% | -13.5% |
| 3M | +1.4% | +15.8% | -14.4% | -5.5% |
| 6M | +7.8% | +24.8% | -17.1% | -3.9% |
| YTD | +44.5% | +14.1% | +30.5% | +33.0% |
| 1Y | +37.0% | +26.5% | +10.5% | +19.4% |
| 3Y | +40.8% | +119.1% | -78.3% | -8.8% |
| 5Y | +88.7% | +70.9% | +17.7% | +36.5% |
| 10Y | +49.9% | +479.7% | -429.9% | -38.0% |
| All | +49.9% | +475.0% | -425.2% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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