+51.7%
XOP vs P
+705.1%
-653.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.1% |
| 7D | +2.6% | +6.5% | -4.0% | +1.1% |
| 30D | +15.4% | +18.8% | -3.4% | +10.6% |
| 3M | +12.1% | +26.7% | -14.7% | +4.8% |
| 6M | +19.7% | +62.2% | -42.5% | +4.2% |
| YTD | +52.4% | +48.5% | +3.9% | +34.1% |
| 1Y | +47.6% | +26.4% | +21.2% | +31.5% |
| 3Y | +34.4% | +159.4% | -125.0% | -9.6% |
| 5Y | +154.4% | +275.8% | -121.4% | +45.9% |
| All | +51.7% | +705.1% | -653.4% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling