+55.7%
ZTS vs XOP
+58.6%
-2.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | -3.7% | +2.6% | -6.4% | -4.1% |
| 30D | -0.8% | +9.6% | -10.4% | -2.2% |
| 3M | -9.7% | +20.4% | -30.1% | -12.4% |
| 6M | -38.4% | +19.9% | -58.3% | -40.4% |
| YTD | -41.1% | +56.4% | -97.5% | -45.4% |
| 1Y | -50.6% | +52.4% | -103.1% | -54.1% |
| 3Y | -59.1% | +39.9% | -99.0% | -61.9% |
| 5Y | -62.7% | +163.7% | -226.4% | -69.0% |
| All | +55.7% | +58.6% | -2.9% | +26.7% |
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