+55.0%
XOP vs ZBRA
+435.2%
-380.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.5% |
| 7D | +2.6% | -3.4% | +6.0% | +3.8% |
| 30D | +9.6% | -7.4% | +17.0% | +12.4% |
| 3M | +20.4% | +57.5% | -37.2% | -1.2% |
| 6M | +19.9% | +64.0% | -44.1% | -4.7% |
| YTD | +56.4% | +44.3% | +12.1% | +29.2% |
| 1Y | +52.4% | +10.9% | +41.6% | +39.3% |
| 3Y | +39.9% | +37.5% | +2.4% | +10.3% |
| 5Y | +163.7% | -39.7% | +203.4% | +189.2% |
| All | +55.0% | +435.2% | -380.2% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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