+39.4%
XOP vs SYF
+160.5%
-121.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.0% |
| 7D | +1.0% | -1.3% | +2.3% | +1.3% |
| 30D | +10.8% | -1.1% | +11.9% | +11.0% |
| 3M | +19.5% | +7.4% | +12.1% | +16.1% |
| 6M | +21.6% | +16.2% | +5.4% | +14.0% |
| YTD | +55.8% | -6.1% | +62.0% | +57.0% |
| 1Y | +54.6% | +3.4% | +51.3% | +49.1% |
| All | +39.4% | +160.5% | -121.1% | -3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling