+43.3%
TGT vs XOP
+35.8%
+7.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.3% |
| 7D | -3.6% | +1.0% | -4.5% | -3.8% |
| 30D | +4.4% | +10.8% | -6.4% | +1.5% |
| 3M | +25.4% | +19.5% | +5.9% | +19.0% |
| 6M | +33.4% | +21.6% | +11.8% | +24.4% |
| YTD | +65.6% | +55.8% | +9.8% | +40.4% |
| 1Y | +80.3% | +54.6% | +25.6% | +52.6% |
| All | +43.3% | +35.8% | +7.6% | +22.3% |
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 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