+163.4%
XOP vs NI
+94.6%
+68.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +1.6% | -0.6% | +2.2% | +1.9% |
| 30D | +9.6% | -1.4% | +11.0% | +10.1% |
| 3M | +16.9% | -10.6% | +27.5% | +21.7% |
| 6M | +24.0% | -9.9% | +33.9% | +28.3% |
| YTD | +56.2% | +1.2% | +55.0% | +53.6% |
| 1Y | +51.8% | +4.4% | +47.4% | +47.0% |
| 3Y | +37.0% | +68.6% | -31.6% | +5.6% |
| 5Y | +163.4% | +98.0% | +65.4% | +97.9% |
| All | +163.4% | +94.6% | +68.8% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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