+625.9%
TEAM vs XOP
+70.2%
+555.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +2.1% |
| 7D | -19.7% | +0.5% | -20.2% | -19.8% |
| 30D | -26.6% | -7.3% | -19.3% | -25.6% |
| 3M | -1.1% | +1.4% | -2.5% | -1.5% |
| 6M | +74.6% | +7.8% | +66.8% | +71.0% |
| YTD | -6.0% | +44.5% | -50.5% | -14.0% |
| 1Y | -3.2% | +37.0% | -40.3% | -10.5% |
| 3Y | -13.5% | +40.8% | -54.3% | -21.0% |
| 5Y | -65.5% | +88.7% | -154.1% | -70.0% |
| 10Y | +454.5% | +49.9% | +404.7% | +390.3% |
| All | +625.9% | +70.2% | +555.7% | +493.7% |
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