+39.0%
XOP vs PODD
+796.9%
-758.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.4% |
| 7D | +6.3% | +4.1% | +2.3% | +5.4% |
| 30D | -6.6% | +13.9% | -20.4% | -9.6% |
| 3M | +3.6% | +4.1% | -0.6% | +2.0% |
| 6M | +10.8% | +2.4% | +8.3% | +8.4% |
| YTD | +48.3% | -46.4% | +94.6% | +66.2% |
| 1Y | +42.9% | -54.2% | +97.1% | +65.8% |
| 3Y | +43.3% | -6.9% | +50.2% | +36.7% |
| 5Y | +94.0% | -51.6% | +145.5% | +106.6% |
| 10Y | +53.7% | +329.3% | -275.5% | -12.8% |
| All | +39.0% | +796.9% | -758.0% | -53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling