+37.2%
XOP vs SYF
+159.3%
-122.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.3% |
| 7D | -8.4% | -4.2% | -4.2% | -7.4% |
| 30D | -8.4% | -1.1% | -7.3% | -8.2% |
| 3M | +0.2% | -7.9% | +8.0% | +2.0% |
| 6M | +7.2% | -1.1% | +8.3% | +6.1% |
| YTD | +40.8% | -12.6% | +53.4% | +44.3% |
| 1Y | +36.3% | -2.4% | +38.7% | +33.1% |
| 3Y | +37.2% | +156.6% | -119.4% | -8.2% |
| All | +37.2% | +159.3% | -122.2% | -8.2% |
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