+452.0%
TEAM vs XOP
+52.4%
+399.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.4% |
| 7D | -16.9% | +5.2% | -22.1% | -17.7% |
| 30D | -26.8% | -8.4% | -18.4% | -25.7% |
| 3M | -1.9% | +2.9% | -4.8% | -2.6% |
| 6M | +79.2% | +8.8% | +70.3% | +75.4% |
| YTD | -6.1% | +46.9% | -53.0% | -13.9% |
| 1Y | -2.1% | +41.5% | -43.6% | -9.6% |
| 3Y | -13.6% | +43.1% | -56.7% | -20.9% |
| 5Y | -65.8% | +92.2% | -158.0% | -70.0% |
| All | +452.0% | +52.4% | +399.5% | +403.3% |
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