+84.4%
TSM vs XOP
+49.8%
+34.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.7% | +2.7% |
| 7D | +2.7% | +2.6% | +0.2% | +3.1% |
| 30D | +3.6% | +15.4% | -11.8% | +5.6% |
| 3M | -3.4% | +12.1% | -15.4% | -1.2% |
| 6M | +20.6% | +19.7% | +0.9% | +20.2% |
| YTD | +41.9% | +52.4% | -10.5% | +31.7% |
| 1Y | +84.4% | +47.6% | +36.8% | +74.1% |
| All | +84.4% | +49.8% | +34.6% | +74.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling