+151.8%
TER vs XOP
+25.8%
+126.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | -20.5% | -14.7% | -5.7% | -15.5% |
| 30D | -47.0% | -7.7% | -39.3% | -45.4% |
| 3M | -43.3% | +4.4% | -47.7% | -44.6% |
| 6M | -42.9% | +3.5% | -46.4% | -44.3% |
| YTD | +12.9% | +39.4% | -26.5% | -12.3% |
| 1Y | +18.2% | +39.8% | -21.6% | -8.8% |
| 3Y | +151.8% | +29.7% | +122.1% | +96.6% |
| All | +151.8% | +25.8% | +126.0% | +96.6% |
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