-30.0%
ZTS vs XOP
+40.4%
-70.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.2% | +0.6% |
| 7D | +1.0% | +5.2% | -4.1% | +1.3% |
| 30D | +12.4% | -8.4% | +20.8% | +11.7% |
| 3M | +13.6% | +2.9% | +10.6% | +13.0% |
| 6M | +9.3% | +8.8% | +0.5% | +8.9% |
| YTD | -32.6% | +46.9% | -79.5% | -34.5% |
| 1Y | -30.0% | +41.5% | -71.5% | -31.8% |
| All | -30.0% | +40.4% | -70.4% | -31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling