+45.3%
XOP vs OSCR
+104.5%
-59.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.6% | -15.0% | -6.0% |
| 7D | -10.5% | +15.5% | -26.0% | -9.9% |
| 30D | -4.3% | +8.5% | -12.9% | -3.9% |
| 3M | +4.7% | +15.8% | -11.1% | +5.5% |
| 6M | -0.1% | +89.5% | -89.6% | +2.6% |
| YTD | +43.8% | +144.9% | -101.0% | +48.6% |
| 1Y | +45.3% | +105.1% | -59.8% | +50.6% |
| All | +45.3% | +104.5% | -59.2% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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