+145.2%
TE vs XOP
+53.5%
+91.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.7% |
| 7D | +0.2% | +2.6% | -2.4% | +1.4% |
| 30D | -5.9% | +9.6% | -15.5% | -1.8% |
| 3M | -45.6% | +20.4% | -65.9% | -40.3% |
| 6M | -43.4% | +19.9% | -63.3% | -37.9% |
| YTD | -31.0% | +56.4% | -87.4% | -23.0% |
| 1Y | +145.2% | +52.4% | +92.8% | +189.0% |
| All | +145.2% | +53.5% | +91.7% | +189.0% |
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 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