+39.4%
XOP vs QID
-73.9%
+113.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.7% |
| 7D | +1.0% | -1.9% | +2.9% | +0.6% |
| 30D | +10.8% | +1.7% | +9.1% | +11.2% |
| 3M | +19.5% | -3.9% | +23.4% | +18.7% |
| 6M | +21.6% | -30.0% | +51.6% | +12.3% |
| YTD | +55.8% | -28.2% | +84.1% | +45.2% |
| 1Y | +54.6% | -35.6% | +90.3% | +40.0% |
| All | +39.4% | -73.9% | +113.2% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling