+45.3%
XOP vs TD
+61.0%
-15.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.8% | -9.2% | -5.3% |
| 7D | -10.5% | +1.4% | -11.9% | -9.9% |
| 30D | -4.3% | +10.2% | -14.6% | -1.0% |
| 3M | +4.7% | +8.1% | -3.4% | +7.8% |
| 6M | -0.1% | +22.3% | -22.4% | +8.4% |
| YTD | +43.8% | +39.0% | +4.8% | +59.9% |
| 1Y | +45.3% | +62.6% | -17.4% | +57.8% |
| All | +45.3% | +61.0% | -15.8% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling