+45.3%
XOP vs TECH
+19.5%
+25.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.4% |
| 7D | -10.5% | +0.1% | -10.6% | -10.5% |
| 30D | -4.3% | +0.2% | -4.6% | -4.3% |
| 3M | +4.7% | +1.0% | +3.7% | +4.7% |
| 6M | -0.1% | +33.3% | -33.3% | +0.4% |
| YTD | +43.8% | +24.2% | +19.6% | +46.1% |
| 1Y | +45.3% | +19.7% | +25.6% | +47.9% |
| All | +45.3% | +19.5% | +25.8% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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