+2,642.4%
TER vs XOP
+82.9%
+2,559.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.9% |
| 7D | +0.6% | +2.6% | -1.9% | -0.6% |
| 30D | -8.3% | +15.4% | -23.7% | -14.2% |
| 3M | -12.2% | +12.1% | -24.3% | -17.2% |
| 6M | +17.1% | +19.7% | -2.6% | +4.8% |
| YTD | +84.7% | +52.4% | +32.3% | +47.8% |
| 1Y | +199.9% | +47.6% | +152.4% | +143.2% |
| 3Y | +232.8% | +34.4% | +198.4% | +179.0% |
| 5Y | +198.6% | +154.4% | +44.2% | +78.0% |
| 10Y | +1,669.7% | +54.7% | +1,615.1% | +998.7% |
| All | +2,642.4% | +82.9% | +2,559.5% | +1,166.5% |
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