+127.4%
XOP vs SPXS
-100.0%
+227.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | 0.0% | +2.4% |
| 7D | +0.6% | -1.5% | +2.2% | -0.1% |
| 30D | +16.5% | +3.7% | +12.9% | +18.4% |
| 3M | +15.7% | -9.6% | +25.3% | +10.6% |
| 6M | +19.2% | -32.4% | +51.6% | -0.3% |
| YTD | +55.0% | -28.7% | +83.6% | +33.3% |
| 1Y | +54.2% | -38.1% | +92.3% | +25.4% |
| 3Y | +35.9% | -80.1% | +116.0% | -26.2% |
| 5Y | +162.4% | -85.9% | +248.3% | +47.7% |
| 10Y | +50.2% | -99.5% | +149.7% | -71.7% |
| All | +127.4% | -100.0% | +227.4% | -92.7% |
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