+61.0%
XOP vs SOUN
-28.2%
+89.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +2.6% | -7.1% | +9.7% | +2.9% |
| 30D | +9.6% | -15.4% | +25.0% | +10.1% |
| 3M | +20.4% | -10.6% | +30.9% | +20.5% |
| 6M | +19.9% | -19.6% | +39.5% | +20.1% |
| YTD | +56.4% | -37.2% | +93.6% | +57.8% |
| 1Y | +52.4% | -57.1% | +109.5% | +55.5% |
| 3Y | +39.9% | +178.2% | -138.3% | +29.9% |
| All | +61.0% | -28.2% | +89.2% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 10y: compounded portfolio wealth divided by compounded SOUN 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…
10y analysis · Full analysis span regression · 6 months rolling