+580.0%
XYZ vs XOP
+52.0%
+527.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.9% |
| 7D | +2.9% | +0.6% | +2.2% | +2.6% |
| 30D | +1.4% | +16.5% | -15.1% | -4.6% |
| 3M | +14.6% | +15.7% | -1.2% | +7.3% |
| 6M | +20.8% | +19.2% | +1.6% | +10.4% |
| YTD | +23.1% | +55.0% | -31.9% | +1.1% |
| 1Y | +5.6% | +54.2% | -48.5% | -13.5% |
| 3Y | +50.9% | +35.9% | +15.0% | +28.8% |
| 5Y | -68.6% | +162.4% | -231.0% | -78.7% |
| 10Y | +580.0% | +50.2% | +529.8% | +410.8% |
| All | +580.0% | +52.0% | +527.9% | +410.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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