+55.0%
XOP vs SYY
+116.5%
-61.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.4% |
| 7D | +2.6% | +3.9% | -1.3% | +0.6% |
| 30D | +9.6% | -1.7% | +11.3% | +10.5% |
| 3M | +20.4% | +5.2% | +15.2% | +16.9% |
| 6M | +19.9% | -0.2% | +20.1% | +17.8% |
| YTD | +56.4% | +15.4% | +41.0% | +41.3% |
| 1Y | +52.4% | +5.6% | +46.9% | +44.1% |
| 3Y | +39.9% | +28.9% | +11.0% | +15.7% |
| 5Y | +163.7% | +24.1% | +139.7% | +118.3% |
| All | +55.0% | +116.5% | -61.5% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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