+42.9%
XOP vs STLA
-64.5%
+107.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +0.8% |
| 7D | +6.3% | -13.8% | +20.1% | +4.9% |
| 30D | -6.6% | -10.5% | +3.9% | -7.4% |
| 3M | +3.6% | -28.9% | +32.4% | +0.3% |
| 6M | +10.8% | -49.7% | +60.5% | +2.8% |
| YTD | +48.3% | -64.9% | +113.2% | +42.4% |
| 1Y | +42.9% | -64.0% | +107.0% | +36.1% |
| All | +42.9% | -64.5% | +107.4% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling