+45.3%
XOP vs TDG
-5.9%
+51.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.7% | -7.1% | -6.1% |
| 7D | -10.5% | +7.1% | -17.6% | -7.8% |
| 30D | -4.3% | +11.4% | -15.7% | +0.2% |
| 3M | +4.7% | -4.6% | +9.2% | +3.2% |
| 6M | -0.1% | +5.8% | -5.9% | +2.7% |
| YTD | +43.8% | -8.5% | +52.3% | +41.4% |
| 1Y | +45.3% | -5.8% | +51.1% | +39.9% |
| All | +45.3% | -5.9% | +51.1% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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