+59.5%
XOP vs SOUN
-24.7%
+84.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +1.8% |
| 7D | +0.6% | -4.1% | +4.7% | +0.7% |
| 30D | +16.5% | -18.1% | +34.6% | +17.2% |
| 3M | +15.7% | -12.3% | +28.0% | +16.0% |
| 6M | +19.2% | -18.6% | +37.8% | +19.4% |
| YTD | +55.0% | -34.1% | +89.1% | +56.1% |
| 1Y | +54.2% | -57.0% | +111.2% | +57.3% |
| 3Y | +35.9% | +185.7% | -149.8% | +26.1% |
| All | +59.5% | -24.7% | +84.1% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling