+62.5%
T vs XOP
+53.9%
+8.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +2.5% | +6.3% | -3.8% | +1.4% |
| 30D | -3.8% | -6.6% | +2.8% | -2.8% |
| 3M | -8.7% | +3.6% | -12.3% | -9.5% |
| 6M | -8.1% | +10.8% | -18.9% | -10.1% |
| YTD | -6.4% | +48.3% | -54.7% | -13.3% |
| 1Y | -9.8% | +42.9% | -52.7% | -15.9% |
| 3Y | +65.5% | +43.3% | +22.2% | +51.7% |
| 5Y | +57.0% | +94.0% | -37.0% | +31.9% |
| All | +62.5% | +53.9% | +8.6% | +23.0% |
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