+158.5%
TRV vs XOP
+156.4%
+2.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -1.5% | +1.6% | -3.1% | -1.7% |
| 30D | -1.8% | +9.6% | -11.4% | -3.3% |
| 3M | +21.6% | +16.9% | +4.6% | +18.1% |
| 6M | +22.5% | +24.0% | -1.6% | +17.1% |
| YTD | +28.1% | +56.2% | -28.1% | +16.9% |
| 1Y | +37.0% | +51.8% | -14.8% | +25.4% |
| 3Y | +141.9% | +37.0% | +104.9% | +122.7% |
| 5Y | +158.5% | +163.4% | -4.9% | +100.4% |
| All | +158.5% | +156.4% | +2.1% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling