+56.2%
XOP vs XRT
+120.9%
-64.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.7% |
| 7D | +1.0% | -2.4% | +3.4% | +2.5% |
| 30D | +10.8% | -6.9% | +17.8% | +16.0% |
| 3M | +19.5% | -0.4% | +19.9% | +18.5% |
| 6M | +21.6% | +2.2% | +19.4% | +17.0% |
| YTD | +55.8% | -0.7% | +56.5% | +52.7% |
| 1Y | +54.6% | -2.0% | +56.6% | +52.3% |
| 3Y | +36.6% | +41.0% | -4.4% | +0.7% |
| 5Y | +160.6% | -3.3% | +163.9% | +146.4% |
| 10Y | +56.2% | +124.8% | -68.6% | -36.3% |
| All | +56.2% | +120.9% | -64.7% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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