+43.3%
XOP vs PAAS
+195.7%
-152.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +6.3% | -8.9% | +15.3% | +6.9% |
| 30D | -6.6% | -11.4% | +4.8% | -6.0% |
| 3M | +3.6% | -20.4% | +24.0% | +4.9% |
| 6M | +10.8% | -40.7% | +51.5% | +14.9% |
| YTD | +48.3% | -26.9% | +75.2% | +48.1% |
| 1Y | +42.9% | -3.1% | +46.0% | +36.0% |
| 3Y | +43.3% | +199.3% | -156.0% | +6.4% |
| All | +43.3% | +195.7% | -152.4% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling