+81.6%
XOP vs PINS
-23.0%
+104.6%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.2% | +9.8% | +2.1% |
| 7D | +1.0% | -13.9% | +14.8% | +3.4% |
| 30D | +10.8% | -25.0% | +35.8% | +15.9% |
| 3M | +19.5% | -16.6% | +36.1% | +22.2% |
| 6M | +21.6% | -7.0% | +28.6% | +21.6% |
| YTD | +55.8% | -29.4% | +85.2% | +62.1% |
| 1Y | +54.6% | -49.9% | +104.6% | +69.9% |
| 3Y | +36.6% | -33.6% | +70.3% | +37.7% |
| 5Y | +160.6% | -66.8% | +227.5% | +182.3% |
| All | +81.6% | -23.0% | +104.6% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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