+82.5%
XOP vs PAAS
+292.1%
-209.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.2% |
| 7D | +2.6% | -2.9% | +5.5% | +3.3% |
| 30D | +15.4% | +6.8% | +8.7% | +12.9% |
| 3M | +12.1% | -2.9% | +14.9% | +11.3% |
| 6M | +19.7% | -16.4% | +36.1% | +21.4% |
| YTD | +52.4% | 0.0% | +52.4% | +45.2% |
| 1Y | +47.6% | +54.3% | -6.8% | +23.1% |
| 3Y | +34.4% | +230.7% | -196.3% | -14.7% |
| 5Y | +154.4% | +111.6% | +42.8% | +76.3% |
| 10Y | +54.7% | +211.7% | -157.0% | -22.1% |
| All | +82.5% | +292.1% | -209.6% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling