+54.2%
XOP vs SIMO
+235.9%
-181.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.2% | -4.5% | +1.6% |
| 7D | +0.6% | +14.6% | -14.0% | +0.5% |
| 30D | +16.5% | +6.2% | +10.3% | +16.4% |
| 3M | +15.7% | +3.6% | +12.2% | +15.3% |
| 6M | +19.2% | +130.8% | -111.6% | +17.6% |
| YTD | +55.0% | +195.8% | -140.8% | +50.0% |
| 1Y | +54.2% | +225.0% | -170.8% | +53.2% |
| All | +54.2% | +235.9% | -181.7% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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