+1,221.9%
TRV vs XOP
+87.1%
+1,134.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.2% | +0.2% |
| 7D | +0.2% | +1.0% | -0.8% | -0.1% |
| 30D | -2.3% | +10.8% | -13.2% | -5.2% |
| 3M | +22.7% | +19.5% | +3.2% | +16.1% |
| 6M | +21.9% | +21.6% | +0.4% | +14.0% |
| YTD | +27.5% | +55.8% | -28.4% | +10.6% |
| 1Y | +36.2% | +54.6% | -18.4% | +18.0% |
| 3Y | +140.6% | +36.6% | +104.0% | +111.8% |
| 5Y | +154.5% | +160.6% | -6.1% | +76.3% |
| 10Y | +295.4% | +56.2% | +239.2% | +178.3% |
| All | +1,221.9% | +87.1% | +1,134.8% | +603.3% |
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 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