+54.8%
XOP vs QID
-99.1%
+154.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | +1.0% |
| 7D | +1.6% | +2.7% | -1.1% | +2.6% |
| 30D | +9.6% | +3.3% | +6.3% | +10.9% |
| 3M | +16.9% | -5.5% | +22.5% | +14.9% |
| 6M | +24.0% | -28.4% | +52.4% | +10.3% |
| YTD | +56.2% | -26.6% | +82.8% | +40.5% |
| 1Y | +51.8% | -34.1% | +85.9% | +31.8% |
| 3Y | +37.0% | -73.7% | +110.6% | -9.4% |
| 5Y | +163.4% | -80.7% | +244.1% | +77.1% |
| All | +54.8% | -99.1% | +154.0% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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