+39.4%
XOP vs SPXS
-79.5%
+118.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.9% | +0.9% |
| 7D | +1.0% | +1.2% | -0.3% | +1.2% |
| 30D | +10.8% | +5.2% | +5.7% | +12.1% |
| 3M | +19.5% | -9.2% | +28.6% | +16.9% |
| 6M | +21.6% | -29.6% | +51.2% | +11.5% |
| YTD | +55.8% | -27.6% | +83.5% | +44.6% |
| 1Y | +54.6% | -36.7% | +91.4% | +38.3% |
| All | +39.4% | -79.5% | +118.9% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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