+88.6%
TGT vs XOP
+45.9%
+42.7%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.4% | +12.0% | +4.9% |
| 7D | +9.5% | -10.5% | +20.0% | +8.4% |
| 30D | +6.6% | -4.3% | +11.0% | +5.9% |
| 3M | +11.0% | +4.7% | +6.3% | +10.6% |
| 6M | +29.9% | -0.1% | +29.9% | +29.4% |
| YTD | +71.4% | +43.8% | +27.6% | +64.4% |
| 1Y | +88.6% | +45.3% | +43.3% | +77.9% |
| All | +88.6% | +45.9% | +42.7% | +77.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling