+411.3%
T vs XOP
+82.9%
+328.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.8% |
| 7D | -1.3% | +2.6% | -3.8% | -1.8% |
| 30D | +11.4% | +15.4% | -4.1% | +7.9% |
| 3M | +14.3% | +12.1% | +2.2% | +11.2% |
| 6M | -9.3% | +19.7% | -28.9% | -13.2% |
| YTD | +7.1% | +52.4% | -45.3% | -3.0% |
| 1Y | -9.1% | +47.6% | -56.6% | -17.3% |
| 3Y | +105.3% | +34.4% | +71.0% | +87.1% |
| 5Y | +66.8% | +154.4% | -87.6% | +26.3% |
| 10Y | +66.8% | +54.7% | +12.1% | +26.9% |
| All | +411.3% | +82.9% | +328.3% | +197.1% |
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