+262.0%
TER vs XOP
+35.1%
+227.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.8% |
| 7D | +0.6% | +2.6% | -1.9% | -0.4% |
| 30D | -8.3% | +15.4% | -23.7% | -13.3% |
| 3M | -12.2% | +12.1% | -24.3% | -16.1% |
| 6M | +17.1% | +19.7% | -2.6% | +4.2% |
| YTD | +84.7% | +52.4% | +32.3% | +41.1% |
| 1Y | +199.9% | +47.6% | +152.4% | +133.0% |
| All | +262.0% | +35.1% | +227.0% | +172.1% |
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 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