+68.4%
XOP vs PINS
-19.0%
+87.4%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.2% | +2.4% |
| 7D | +0.5% | -9.4% | +9.9% | +2.0% |
| 30D | -7.3% | -10.2% | +2.9% | -5.9% |
| 3M | +1.4% | -19.0% | +20.4% | +4.2% |
| 6M | +7.8% | -7.4% | +15.1% | +7.7% |
| YTD | +44.5% | -25.7% | +70.2% | +48.4% |
| 1Y | +37.0% | -29.7% | +66.8% | +42.1% |
| 3Y | +40.8% | -38.1% | +78.9% | +44.0% |
| 5Y | +88.7% | -57.3% | +145.9% | +94.8% |
| All | +68.4% | -19.0% | +87.4% | +10.0% |
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