+47.6%
XOP vs XME
+46.4%
+1.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | +15.4% | +6.0% | +9.5% | +15.5% |
| 3M | +12.1% | -7.7% | +19.8% | +12.9% |
| 6M | +19.7% | +1.0% | +18.7% | +20.8% |
| YTD | +52.4% | +14.6% | +37.8% | +50.1% |
| 1Y | +47.6% | +46.0% | +1.6% | +54.9% |
| All | +47.6% | +46.4% | +1.2% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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