+42.8%
TSM vs XOP
+42.7%
0.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.5% |
| 7D | +6.2% | +6.3% | -0.1% | +7.3% |
| 30D | -7.3% | -6.6% | -0.7% | -8.9% |
| 3M | -7.1% | +3.6% | -10.7% | -5.9% |
| 6M | +0.2% | +10.8% | -10.5% | +4.4% |
| YTD | +32.2% | +48.3% | -16.0% | +37.4% |
| 1Y | +42.8% | +42.9% | -0.1% | +50.2% |
| All | +42.8% | +42.7% | 0.0% | +50.2% |
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 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