+56.4%
TXN vs XOP
+156.4%
-100.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +2.0% | +1.6% | +0.3% | +1.5% |
| 30D | -8.0% | +9.6% | -17.6% | -10.5% |
| 3M | -7.8% | +16.9% | -24.7% | -12.3% |
| 6M | +32.4% | +24.0% | +8.4% | +22.3% |
| YTD | +51.7% | +56.2% | -4.5% | +28.8% |
| 1Y | +44.3% | +51.8% | -7.5% | +23.4% |
| 3Y | +71.3% | +37.0% | +34.3% | +48.0% |
| 5Y | +56.4% | +163.4% | -107.0% | +14.8% |
| All | +56.4% | +156.4% | -100.0% | +14.8% |
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 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