+121.7%
TWLO vs XOP
+53.5%
+68.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.6% |
| 7D | -2.4% | +2.6% | -5.0% | -2.7% |
| 30D | -7.8% | +9.6% | -17.4% | -8.7% |
| 3M | +10.0% | +20.4% | -10.3% | +7.4% |
| 6M | +79.5% | +19.9% | +59.6% | +74.0% |
| YTD | +59.8% | +56.4% | +3.4% | +50.2% |
| 1Y | +121.7% | +52.4% | +69.2% | +109.2% |
| All | +121.7% | +53.5% | +68.2% | +109.2% |
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