+68.4%
T vs XOP
+52.9%
+15.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.9% |
| 7D | -3.1% | +1.0% | -4.0% | -3.2% |
| 30D | +4.6% | +10.8% | -6.3% | +2.7% |
| 3M | +12.2% | +19.5% | -7.2% | +8.6% |
| 6M | -6.5% | +21.6% | -28.0% | -10.0% |
| YTD | +4.9% | +55.8% | -50.9% | -3.4% |
| 1Y | -10.5% | +54.6% | -65.1% | -17.7% |
| 3Y | +104.6% | +36.6% | +67.9% | +89.6% |
| 5Y | +64.2% | +160.6% | -96.4% | +30.1% |
| 10Y | +68.4% | +56.2% | +12.2% | +24.6% |
| All | +68.4% | +52.9% | +15.6% | +24.6% |
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