+85.6%
XOP vs SRE
+644.9%
-559.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.5% |
| 7D | +0.6% | +1.4% | -0.8% | -0.4% |
| 30D | +16.5% | +1.9% | +14.6% | +14.6% |
| 3M | +15.7% | -3.3% | +19.0% | +17.8% |
| 6M | +19.2% | -6.4% | +25.6% | +23.3% |
| YTD | +55.0% | -1.8% | +56.8% | +54.5% |
| 1Y | +54.2% | +10.7% | +43.4% | +40.8% |
| 3Y | +35.9% | +31.8% | +4.1% | +4.1% |
| 5Y | +162.4% | +49.2% | +113.2% | +81.5% |
| 10Y | +50.2% | +118.5% | -68.4% | -28.0% |
| All | +85.6% | +644.9% | -559.3% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling