+41.6%
TXN vs XOP
+49.8%
-8.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.7% | +1.8% |
| 7D | -0.1% | +2.6% | -2.6% | +0.1% |
| 30D | -6.9% | +15.4% | -22.4% | -6.1% |
| 3M | -14.9% | +12.1% | -27.0% | -13.8% |
| 6M | +29.0% | +19.7% | +9.3% | +28.2% |
| YTD | +51.5% | +52.4% | -0.9% | +41.6% |
| 1Y | +41.6% | +47.6% | -6.0% | +33.8% |
| All | +41.6% | +49.8% | -8.2% | +33.8% |
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