+502.9%
TEAM vs XOP
+52.9%
+450.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.6% |
| 7D | -4.7% | +1.0% | -5.6% | -4.9% |
| 30D | +17.0% | +10.8% | +6.2% | +14.7% |
| 3M | +85.9% | +19.5% | +66.4% | +79.0% |
| 6M | +116.7% | +21.6% | +95.1% | +107.3% |
| YTD | +9.6% | +55.8% | -46.2% | -0.6% |
| 1Y | -2.5% | +54.6% | -57.2% | -11.6% |
| 3Y | -14.0% | +36.6% | -50.6% | -20.7% |
| 5Y | -53.1% | +160.6% | -213.7% | -60.5% |
| 10Y | +502.9% | +56.2% | +446.7% | +440.8% |
| All | +502.9% | +52.9% | +450.0% | +440.8% |
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