+47.6%
XOP vs PODD
-57.0%
+104.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.8% |
| 7D | +2.6% | +1.6% | +0.9% | +2.5% |
| 30D | +15.4% | +10.7% | +4.8% | +15.4% |
| 3M | +12.1% | +0.7% | +11.3% | +12.7% |
| 6M | +19.7% | -39.3% | +59.0% | +18.2% |
| YTD | +52.4% | -48.1% | +100.5% | +50.2% |
| 1Y | +47.6% | -57.4% | +105.0% | +43.4% |
| All | +47.6% | -57.0% | +104.6% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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