+42.8%
XOP vs PODD
+767.5%
-724.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.4% |
| 7D | +2.6% | +1.6% | +0.9% | +2.2% |
| 30D | +15.4% | +10.7% | +4.8% | +12.8% |
| 3M | +12.1% | +0.7% | +11.3% | +10.7% |
| 6M | +19.7% | -39.3% | +59.0% | +31.4% |
| YTD | +52.4% | -48.1% | +100.5% | +72.9% |
| 1Y | +47.6% | -57.4% | +105.0% | +74.5% |
| 3Y | +34.4% | -23.3% | +57.6% | +33.6% |
| 5Y | +154.4% | -51.3% | +205.6% | +171.3% |
| 10Y | +54.7% | +242.0% | -187.3% | -7.4% |
| All | +42.8% | +767.5% | -724.7% | -52.1% |
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 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