-32.5%
TWLO vs XOP
+156.4%
-188.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -3.9% | +1.6% | -5.5% | -4.4% |
| 30D | -9.7% | +9.6% | -19.3% | -12.5% |
| 3M | +11.6% | +16.9% | -5.3% | +5.4% |
| 6M | +84.7% | +24.0% | +60.6% | +69.7% |
| YTD | +62.5% | +56.2% | +6.3% | +36.8% |
| 1Y | +121.7% | +51.8% | +69.9% | +88.1% |
| 3Y | +253.0% | +37.0% | +216.0% | +202.9% |
| 5Y | -32.5% | +163.4% | -195.9% | -53.1% |
| All | -32.5% | +156.4% | -188.9% | -53.1% |
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 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