+39.4%
XOP vs SMTC
+565.9%
-526.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.5% |
| 7D | +1.0% | +22.5% | -21.5% | -0.3% |
| 30D | +10.8% | +24.9% | -14.0% | +9.1% |
| 3M | +19.5% | +4.1% | +15.4% | +18.3% |
| 6M | +21.6% | +92.6% | -71.0% | +14.1% |
| YTD | +55.8% | +122.5% | -66.6% | +43.8% |
| 1Y | +54.6% | +166.2% | -111.6% | +39.5% |
| All | +39.4% | +565.9% | -526.5% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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