+45.3%
XOP vs PSLV
+7.9%
+37.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.0% | -12.4% | -6.2% |
| 7D | -10.5% | -2.6% | -7.9% | -10.5% |
| 30D | -4.3% | -14.2% | +9.8% | -4.6% |
| 3M | +4.7% | -12.2% | +16.9% | +4.6% |
| 6M | -0.1% | -28.1% | +28.0% | -0.7% |
| YTD | +43.8% | -28.2% | +72.0% | +40.3% |
| 1Y | +45.3% | +9.1% | +36.1% | +33.7% |
| All | +45.3% | +7.9% | +37.4% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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