+162.4%
XOP vs NDAQ
+55.5%
+106.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.3% |
| 7D | +0.6% | -2.6% | +3.2% | +1.5% |
| 30D | +16.5% | +0.5% | +16.1% | +16.2% |
| 3M | +15.7% | +9.9% | +5.8% | +11.1% |
| 6M | +19.2% | +8.2% | +11.0% | +14.6% |
| YTD | +55.0% | -1.5% | +56.4% | +54.0% |
| 1Y | +54.2% | +1.3% | +52.9% | +50.8% |
| 3Y | +35.9% | +92.6% | -56.7% | -2.4% |
| 5Y | +162.4% | +53.8% | +108.6% | +104.7% |
| All | +162.4% | +55.5% | +106.9% | +104.7% |
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