+117.6%
XOP vs SPXS
-100.0%
+217.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +1.5% |
| 7D | +6.3% | -7.5% | +13.9% | +2.9% |
| 30D | -6.6% | +5.3% | -11.9% | -4.0% |
| 3M | +3.6% | +9.7% | -6.1% | +8.4% |
| 6M | +10.8% | -4.6% | +15.3% | +9.1% |
| YTD | +48.3% | -25.8% | +74.0% | +30.5% |
| 1Y | +42.9% | -28.8% | +71.7% | +23.7% |
| 3Y | +43.3% | -80.2% | +123.5% | -22.4% |
| 5Y | +94.0% | -83.2% | +177.2% | +18.4% |
| 10Y | +53.7% | -99.5% | +153.2% | -70.7% |
| All | +117.6% | -100.0% | +217.6% | -92.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling