+45.3%
XOP vs SPMO
+11.0%
+34.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.8% | -5.5% | -6.5% |
| 7D | -10.5% | -8.9% | -1.6% | -12.2% |
| 30D | -4.3% | -13.8% | +9.4% | -7.1% |
| 3M | +4.7% | -12.5% | +17.2% | +2.0% |
| 6M | -0.1% | -1.5% | +1.4% | +2.4% |
| YTD | +43.8% | +11.3% | +32.5% | +53.7% |
| 1Y | +45.3% | +11.5% | +33.8% | +55.6% |
| All | +45.3% | +11.0% | +34.3% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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