+55.0%
XOP vs SU
+267.2%
-212.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.2% |
| 7D | +2.6% | +2.2% | +0.4% | +0.8% |
| 30D | +9.6% | +8.4% | +1.2% | +2.4% |
| 3M | +20.4% | +12.1% | +8.3% | +9.2% |
| 6M | +19.9% | +19.7% | +0.2% | +3.0% |
| YTD | +56.4% | +58.4% | -2.0% | +6.5% |
| 1Y | +52.4% | +67.2% | -14.8% | -0.8% |
| 3Y | +39.9% | +125.0% | -85.2% | -29.7% |
| 5Y | +163.7% | +355.1% | -191.3% | -27.4% |
| All | +55.0% | +267.2% | -212.2% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling