-2.5%
TEAM vs XOP
+54.2%
-56.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.8% |
| 7D | -4.7% | +1.0% | -5.6% | -4.5% |
| 30D | +17.0% | +10.8% | +6.2% | +18.6% |
| 3M | +85.9% | +19.5% | +66.4% | +89.1% |
| 6M | +116.7% | +21.6% | +95.1% | +121.1% |
| YTD | +9.6% | +55.8% | -46.2% | +16.0% |
| 1Y | -2.5% | +54.6% | -57.2% | +3.9% |
| All | -2.5% | +54.2% | -56.7% | +3.9% |
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 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