+39.4%
XOP vs SOUN
+181.7%
-142.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +1.9% | +0.6% |
| 7D | +1.0% | -4.4% | +5.4% | +1.1% |
| 30D | +10.8% | -13.1% | +24.0% | +11.5% |
| 3M | +19.5% | -7.7% | +27.1% | +19.5% |
| 6M | +21.6% | -21.2% | +42.8% | +22.0% |
| YTD | +55.8% | -35.0% | +90.8% | +57.6% |
| 1Y | +54.6% | -56.4% | +111.0% | +59.3% |
| All | +39.4% | +181.7% | -142.4% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling