+449.3%
TGT vs XOP
+86.0%
+363.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.7% | -1.5% |
| 7D | -0.6% | +0.6% | -1.3% | -0.8% |
| 30D | +9.5% | +16.5% | -7.0% | +5.5% |
| 3M | +32.3% | +15.7% | +16.5% | +27.3% |
| 6M | +37.0% | +19.2% | +17.8% | +30.3% |
| YTD | +71.0% | +55.0% | +16.1% | +52.3% |
| 1Y | +85.0% | +54.2% | +30.8% | +64.6% |
| 3Y | +46.8% | +35.9% | +11.0% | +33.4% |
| 5Y | -22.7% | +162.4% | -185.2% | -41.2% |
| 10Y | +216.3% | +50.2% | +166.1% | +149.4% |
| All | +449.3% | +86.0% | +363.3% | +224.6% |
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 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