+54.2%
XOP vs P
+26.4%
+27.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | 0.0% | +1.7% |
| 7D | +0.6% | +7.8% | -7.2% | +0.5% |
| 30D | +16.5% | +12.3% | +4.2% | +16.4% |
| 3M | +15.7% | +37.1% | -21.4% | +15.6% |
| 6M | +19.2% | +66.1% | -46.9% | +19.0% |
| YTD | +55.0% | +50.9% | +4.0% | +55.0% |
| 1Y | +54.2% | +27.2% | +27.0% | +54.9% |
| All | +54.2% | +26.4% | +27.8% | +54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling