+55.0%
XOP vs TD
+306.3%
-251.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.5% |
| 7D | +2.6% | -0.5% | +3.2% | +3.1% |
| 30D | +9.6% | -1.9% | +11.5% | +11.2% |
| 3M | +20.4% | +4.8% | +15.6% | +13.6% |
| 6M | +19.9% | +28.0% | -8.1% | -9.1% |
| YTD | +56.4% | +30.3% | +26.1% | +15.8% |
| 1Y | +52.4% | +59.8% | -7.3% | -9.3% |
| 3Y | +39.9% | +124.7% | -84.8% | -44.3% |
| 5Y | +163.7% | +127.0% | +36.8% | +0.7% |
| All | +55.0% | +306.3% | -251.3% | -65.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling