+50.2%
XOP vs PAAS
+197.3%
-147.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.3% | +1.8% |
| 7D | +0.6% | +2.0% | -1.4% | +0.3% |
| 30D | +16.5% | -0.1% | +16.6% | +16.3% |
| 3M | +15.7% | +8.2% | +7.5% | +13.7% |
| 6M | +19.2% | -13.8% | +33.0% | +19.9% |
| YTD | +55.0% | -0.6% | +55.6% | +51.2% |
| 1Y | +54.2% | +44.0% | +10.2% | +40.5% |
| 3Y | +35.9% | +246.6% | -210.7% | +3.7% |
| 5Y | +162.4% | +116.1% | +46.3% | +111.4% |
| 10Y | +50.2% | +202.7% | -152.6% | +15.6% |
| All | +50.2% | +197.3% | -147.2% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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