+42.0%
XOP vs SMTC
+732.3%
-690.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.3% | +1.9% |
| 7D | +5.2% | +30.5% | -25.3% | +3.2% |
| 30D | -8.4% | -30.9% | +22.5% | -6.7% |
| 3M | +2.9% | -14.7% | +17.6% | +3.0% |
| 6M | +8.8% | -9.6% | +18.4% | +7.5% |
| YTD | +46.9% | +62.1% | -15.2% | +36.6% |
| 1Y | +41.5% | +66.6% | -25.1% | +30.9% |
| All | +42.0% | +732.3% | -690.3% | +6.6% |
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