+55.0%
XOP vs SPMO
+517.6%
-462.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.3% |
| 7D | +2.6% | -0.9% | +3.6% | +3.3% |
| 30D | +9.6% | -1.9% | +11.5% | +11.0% |
| 3M | +20.4% | -1.4% | +21.7% | +19.2% |
| 6M | +19.9% | +25.5% | -5.6% | -5.3% |
| YTD | +56.4% | +24.8% | +31.6% | +23.7% |
| 1Y | +52.4% | +24.5% | +27.9% | +20.4% |
| 3Y | +39.9% | +157.1% | -117.3% | -44.8% |
| 5Y | +163.7% | +149.5% | +14.2% | +8.4% |
| All | +55.0% | +517.6% | -462.6% | -63.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling