+1,317.3%
TXN vs XOP
+86.0%
+1,231.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.3% |
| 7D | +2.2% | +0.6% | +1.6% | +2.0% |
| 30D | -9.5% | +16.5% | -26.0% | -13.9% |
| 3M | -10.5% | +15.7% | -26.3% | -15.1% |
| 6M | +35.4% | +19.2% | +16.2% | +26.3% |
| YTD | +51.8% | +55.0% | -3.2% | +29.6% |
| 1Y | +42.9% | +54.2% | -11.2% | +22.0% |
| 3Y | +71.3% | +35.9% | +35.5% | +51.0% |
| 5Y | +58.0% | +162.4% | -104.4% | +8.7% |
| 10Y | +393.3% | +50.2% | +343.1% | +255.0% |
| All | +1,317.3% | +86.0% | +1,231.2% | +683.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling