-53.8%
TEAM vs XOP
+156.8%
-210.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.7% | -8.6% | -7.5% |
| 7D | -5.7% | +0.6% | -6.3% | -5.9% |
| 30D | +18.3% | +16.5% | +1.8% | +12.4% |
| 3M | +80.2% | +15.7% | +64.5% | +70.4% |
| 6M | +111.0% | +19.2% | +91.8% | +96.1% |
| YTD | +8.8% | +55.0% | -46.1% | -9.0% |
| 1Y | +2.2% | +54.2% | -52.0% | -14.8% |
| 3Y | -14.6% | +35.9% | -50.5% | -26.7% |
| 5Y | -53.8% | +162.4% | -216.2% | -61.9% |
| All | -53.8% | +156.8% | -210.6% | -61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling