+54.4%
XOP vs TECH
+190.5%
-136.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +1.0% | -0.1% | +1.0% | +1.0% |
| 30D | +10.8% | +0.3% | +10.6% | +10.8% |
| 3M | +19.5% | +32.9% | -13.5% | +10.3% |
| 6M | +21.6% | +32.1% | -10.5% | +10.9% |
| YTD | +55.8% | +23.4% | +32.4% | +44.2% |
| 1Y | +54.6% | +34.1% | +20.6% | +38.5% |
| 3Y | +36.6% | +2.2% | +34.5% | +27.0% |
| 5Y | +160.6% | -41.8% | +202.5% | +183.1% |
| All | +54.4% | +190.5% | -136.0% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling