+45.3%
XOP vs OMC
+24.5%
+20.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.2% | -11.6% | -6.1% |
| 7D | -10.5% | +12.5% | -23.0% | -10.0% |
| 30D | -4.3% | +16.3% | -20.6% | -3.8% |
| 3M | +4.7% | +8.1% | -3.4% | +5.0% |
| 6M | -0.1% | +17.2% | -17.2% | -0.1% |
| YTD | +43.8% | +11.8% | +32.1% | +42.9% |
| 1Y | +45.3% | +23.9% | +21.3% | +44.3% |
| All | +45.3% | +24.5% | +20.7% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1y: compounded portfolio wealth divided by compounded OMC 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…
1y analysis · Full analysis span regression · 6 months rolling