+56.2%
XOP vs TAP
-51.4%
+107.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | +1.0% | -5.1% | +6.0% | +3.5% |
| 30D | +10.8% | -8.4% | +19.3% | +15.3% |
| 3M | +19.5% | -3.9% | +23.4% | +20.5% |
| 6M | +21.6% | -14.4% | +36.0% | +29.2% |
| YTD | +55.8% | -14.7% | +70.6% | +64.9% |
| 1Y | +54.6% | -18.7% | +73.3% | +66.5% |
| 3Y | +36.6% | -32.6% | +69.3% | +57.7% |
| 5Y | +160.6% | -1.4% | +162.1% | +125.8% |
| 10Y | +56.2% | -50.4% | +106.6% | +54.9% |
| All | +56.2% | -51.4% | +107.6% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TAP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling