+203.6%
TGT vs XOP
+58.6%
+145.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | -5.2% | +2.6% | -7.9% | -5.7% |
| 30D | +1.2% | +9.6% | -8.4% | -0.6% |
| 3M | +18.4% | +20.4% | -2.0% | +13.9% |
| 6M | +33.4% | +19.9% | +13.5% | +27.9% |
| YTD | +63.8% | +56.4% | +7.4% | +48.4% |
| 1Y | +77.2% | +52.4% | +24.7% | +61.1% |
| 3Y | +41.8% | +39.9% | +1.9% | +29.9% |
| 5Y | -25.5% | +163.7% | -189.3% | -39.3% |
| All | +203.6% | +58.6% | +145.0% | +154.3% |
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