+54.6%
XOP vs PINS
-52.1%
+106.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.2% | +9.8% | +0.7% |
| 7D | +1.0% | -13.9% | +14.8% | +1.2% |
| 30D | +10.8% | -25.0% | +35.8% | +11.3% |
| 3M | +19.5% | -16.6% | +36.1% | +20.0% |
| 6M | +21.6% | -7.0% | +28.6% | +22.0% |
| YTD | +55.8% | -29.4% | +85.2% | +59.7% |
| 1Y | +54.6% | -49.9% | +104.6% | +58.3% |
| All | +54.6% | -52.1% | +106.8% | +58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling