+155.1%
XOP vs PAAS
+113.1%
+42.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.5% |
| 7D | +2.6% | -2.9% | +5.5% | +3.0% |
| 30D | +15.4% | +6.8% | +8.7% | +14.0% |
| 3M | +12.1% | -2.9% | +14.9% | +11.9% |
| 6M | +19.7% | -16.4% | +36.1% | +21.4% |
| YTD | +52.4% | 0.0% | +52.4% | +47.7% |
| 1Y | +47.6% | +54.3% | -6.8% | +29.1% |
| 3Y | +34.4% | +230.7% | -196.3% | -6.6% |
| All | +155.1% | +113.1% | +42.0% | +110.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling