+70.1%
TXN vs XOP
+36.1%
+34.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +2.0% | +1.6% | +0.3% | +1.4% |
| 30D | -8.0% | +9.6% | -17.6% | -10.8% |
| 3M | -7.8% | +16.9% | -24.7% | -12.9% |
| 6M | +32.4% | +24.0% | +8.4% | +19.9% |
| YTD | +51.7% | +56.2% | -4.5% | +21.7% |
| 1Y | +44.3% | +51.8% | -7.5% | +17.0% |
| All | +70.1% | +36.1% | +34.0% | +34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling