+51.8%
XOP vs TECH
+34.5%
+17.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.2% |
| 7D | +1.6% | -0.5% | +2.1% | +1.6% |
| 30D | +9.6% | 0.0% | +9.6% | +9.6% |
| 3M | +16.9% | +37.4% | -20.5% | +16.1% |
| 6M | +24.0% | +36.9% | -12.8% | +23.2% |
| YTD | +56.2% | +23.1% | +33.1% | +56.9% |
| 1Y | +51.8% | +42.2% | +9.5% | +53.6% |
| All | +51.8% | +34.5% | +17.3% | +53.6% |
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