+41.6%
XOP vs SYF
-2.5%
+44.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.5% |
| 7D | +5.2% | -3.3% | +8.4% | +4.4% |
| 30D | -8.4% | -2.2% | -6.2% | -8.7% |
| 3M | +2.9% | -9.3% | +12.3% | +0.7% |
| 6M | +8.8% | +2.1% | +6.8% | +9.9% |
| YTD | +46.9% | -12.6% | +59.5% | +48.8% |
| All | +41.6% | -2.5% | +44.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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