+35.2%
XOP vs PAAS
+18.2%
+17.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | +0.4% |
| 7D | -10.0% | +8.8% | -18.9% | -9.4% |
| 30D | -9.1% | -8.5% | -0.6% | -9.2% |
| 3M | +5.1% | -17.0% | +22.1% | +4.5% |
| 6M | +6.4% | -27.9% | +34.3% | +5.7% |
| YTD | +39.7% | -17.5% | +57.2% | +37.4% |
| All | +35.2% | +18.2% | +17.0% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling