+56.2%
XOP vs PODD
+218.3%
-162.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.6% | +1.1% |
| 7D | +1.0% | -6.9% | +7.9% | +2.1% |
| 30D | +10.8% | -3.5% | +14.3% | +11.4% |
| 3M | +19.5% | -13.6% | +33.0% | +21.5% |
| 6M | +21.6% | -42.6% | +64.2% | +31.6% |
| YTD | +55.8% | -51.5% | +107.3% | +73.2% |
| 1Y | +54.6% | -60.9% | +115.6% | +78.0% |
| 3Y | +36.6% | -19.8% | +56.4% | +35.1% |
| 5Y | +160.6% | -54.4% | +215.0% | +178.1% |
| 10Y | +56.2% | +236.1% | -179.8% | +25.1% |
| All | +56.2% | +218.3% | -162.1% | +25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling