+174.6%
ZTS vs XOP
+3.3%
+171.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -2.0% | +2.6% | -4.5% | -2.4% |
| 30D | +1.9% | +15.4% | -13.5% | -0.4% |
| 3M | -4.0% | +12.1% | -16.1% | -5.9% |
| 6M | -39.1% | +19.7% | -58.8% | -41.1% |
| YTD | -38.8% | +52.4% | -91.2% | -43.2% |
| 1Y | -49.6% | +47.6% | -97.1% | -53.0% |
| 3Y | -59.0% | +34.4% | -93.3% | -61.6% |
| 5Y | -61.8% | +154.4% | -216.1% | -68.3% |
| 10Y | +61.4% | +54.7% | +6.8% | +31.5% |
| All | +174.6% | +3.3% | +171.4% | +130.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling