+35.9%
XOP vs PODD
-20.7%
+56.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.5% | +5.2% | +2.0% |
| 7D | +0.6% | -4.1% | +4.7% | +1.0% |
| 30D | +16.5% | +0.8% | +15.7% | +16.4% |
| 3M | +15.7% | -6.1% | +21.8% | +16.0% |
| 6M | +19.2% | -40.0% | +59.2% | +24.9% |
| YTD | +55.0% | -49.9% | +104.9% | +65.8% |
| 1Y | +54.2% | -59.3% | +113.5% | +69.3% |
| 3Y | +35.9% | -17.2% | +53.1% | +36.5% |
| All | +35.9% | -20.7% | +56.6% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling