+1,895.7%
TER vs XOP
+52.9%
+1,842.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.6% | +2.9% |
| 7D | +12.4% | +1.0% | +11.4% | +12.0% |
| 30D | +5.1% | +10.8% | -5.7% | +1.5% |
| 3M | +4.0% | +19.5% | -15.5% | -2.6% |
| 6M | +29.5% | +21.6% | +7.9% | +18.7% |
| YTD | +98.5% | +55.8% | +42.6% | +66.1% |
| 1Y | +234.1% | +54.6% | +179.4% | +180.2% |
| 3Y | +289.0% | +36.6% | +252.4% | +237.8% |
| 5Y | +228.2% | +160.6% | +67.5% | +126.6% |
| 10Y | +1,895.7% | +56.2% | +1,839.4% | +1,266.2% |
| All | +1,895.7% | +52.9% | +1,842.8% | +1,266.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling