+802.8%
TEAM vs XOP
+79.5%
+723.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.5% |
| 7D | -0.4% | +2.6% | -3.0% | -1.0% |
| 30D | +67.3% | +15.4% | +51.8% | +62.5% |
| 3M | +86.8% | +12.1% | +74.7% | +81.9% |
| 6M | +146.8% | +19.7% | +127.1% | +136.5% |
| YTD | +16.9% | +52.4% | -35.5% | +6.1% |
| 1Y | +12.8% | +47.6% | -34.8% | +2.8% |
| 3Y | -7.3% | +34.4% | -41.6% | -14.4% |
| 5Y | -50.7% | +154.4% | -205.1% | -59.0% |
| 10Y | +529.8% | +54.7% | +475.2% | +455.3% |
| All | +802.8% | +79.5% | +723.3% | +632.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling