+42.6%
XOP vs PAAS
+178.0%
-135.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | -0.2% |
| 7D | -10.0% | +8.8% | -18.9% | -11.1% |
| 30D | -9.1% | -8.5% | -0.6% | -8.2% |
| 3M | +5.1% | -17.0% | +22.1% | +7.1% |
| 6M | +6.4% | -27.9% | +34.3% | +9.9% |
| YTD | +39.7% | -17.5% | +57.2% | +39.3% |
| 1Y | +37.2% | +22.8% | +14.4% | +27.9% |
| 3Y | +37.6% | +224.2% | -186.6% | +6.0% |
| 5Y | +76.5% | +73.6% | +2.9% | +46.3% |
| 10Y | +42.6% | +186.4% | -143.7% | +9.0% |
| All | +42.6% | +178.0% | -135.3% | +9.0% |
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