+56.2%
XOP vs STT
+262.1%
-205.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.0% | +1.0% | 0.0% | +0.3% |
| 30D | +10.8% | +2.8% | +8.1% | +8.6% |
| 3M | +19.5% | +18.1% | +1.3% | +6.3% |
| 6M | +21.6% | +59.2% | -37.6% | -12.2% |
| YTD | +55.8% | +51.5% | +4.4% | +15.4% |
| 1Y | +54.6% | +75.7% | -21.0% | +3.1% |
| 3Y | +36.6% | +200.8% | -164.1% | -38.3% |
| 5Y | +160.6% | +155.8% | +4.9% | +22.5% |
| 10Y | +56.2% | +266.4% | -210.1% | -49.0% |
| All | +56.2% | +262.1% | -205.8% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling