+443.6%
TEAM vs XOP
+53.9%
+389.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | -2.4% | +6.3% | -8.7% | -3.5% |
| 30D | -26.7% | -6.6% | -20.1% | -25.9% |
| 3M | -9.6% | +3.6% | -13.2% | -10.4% |
| 6M | +86.0% | +10.8% | +75.3% | +81.5% |
| YTD | -7.5% | +48.3% | -55.8% | -15.4% |
| 1Y | -1.4% | +42.9% | -44.3% | -9.1% |
| 3Y | -14.3% | +43.3% | -57.6% | -21.6% |
| 5Y | -66.3% | +94.0% | -160.3% | -70.5% |
| All | +443.6% | +53.9% | +389.8% | +394.9% |
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