-15.7%
TEAM vs XOP
+37.1%
-52.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.3% |
| 7D | -22.2% | -8.4% | -13.9% | -20.5% |
| 30D | -28.1% | -8.4% | -19.8% | -26.6% |
| 3M | -2.2% | +0.2% | -2.3% | -2.7% |
| 6M | +62.2% | +7.2% | +55.0% | +57.0% |
| YTD | -8.4% | +40.8% | -49.2% | -21.5% |
| 1Y | -6.6% | +36.3% | -42.9% | -19.0% |
| 3Y | -15.7% | +37.2% | -52.9% | -29.5% |
| All | -15.7% | +37.1% | -52.8% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling