+56.2%
XOP vs PTC
+196.2%
-139.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.8% | +1.9% |
| 7D | +1.0% | -13.6% | +14.5% | +6.7% |
| 30D | +10.8% | -14.7% | +25.5% | +17.4% |
| 3M | +19.5% | -5.9% | +25.4% | +20.4% |
| 6M | +21.6% | -21.1% | +42.7% | +31.1% |
| YTD | +55.8% | -26.0% | +81.8% | +71.6% |
| 1Y | +54.6% | -36.8% | +91.5% | +81.9% |
| 3Y | +36.6% | -10.3% | +46.9% | +33.1% |
| 5Y | +160.6% | +1.2% | +159.5% | +133.6% |
| 10Y | +56.2% | +198.3% | -142.0% | -12.5% |
| All | +56.2% | +196.2% | -139.9% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 10y: compounded portfolio wealth divided by compounded PTC 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…
10y analysis · Full analysis span regression · 6 months rolling