+140.0%
TRV vs XOP
+36.1%
+103.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -1.5% | +1.6% | -3.1% | -1.6% |
| 30D | -1.8% | +9.6% | -11.4% | -2.8% |
| 3M | +21.6% | +16.9% | +4.6% | +19.2% |
| 6M | +22.5% | +24.0% | -1.6% | +18.4% |
| YTD | +28.1% | +56.2% | -28.1% | +18.8% |
| 1Y | +37.0% | +51.8% | -14.8% | +27.5% |
| All | +140.0% | +36.1% | +103.9% | +123.2% |
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