+58.8%
XOP vs SOLS
+17.0%
+41.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | +2.6% | -3.5% | +6.1% | +2.5% |
| 30D | +9.6% | -1.0% | +10.6% | +9.6% |
| 3M | +20.4% | -24.1% | +44.5% | +19.3% |
| 6M | +19.9% | -18.0% | +37.9% | +19.5% |
| YTD | +56.4% | +27.1% | +29.3% | +56.9% |
| All | +58.8% | +17.0% | +41.8% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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