+88.7%
XOP vs NDAQ
+69.3%
+19.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +0.5% | 0.0% | +0.5% | +0.5% |
| 30D | -7.3% | +16.3% | -23.6% | -12.1% |
| 3M | +1.4% | +15.8% | -14.4% | -3.9% |
| 6M | +7.8% | +24.8% | -17.1% | -1.3% |
| YTD | +44.5% | +14.1% | +30.5% | +36.3% |
| 1Y | +37.0% | +26.5% | +10.5% | +22.8% |
| 3Y | +40.8% | +119.1% | -78.3% | -4.0% |
| 5Y | +88.7% | +70.9% | +17.7% | +43.7% |
| All | +88.7% | +69.3% | +19.3% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling