+35.9%
XOP vs TECH
-0.6%
+36.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.8% | +1.7% |
| 7D | +0.6% | +0.2% | +0.4% | +0.6% |
| 30D | +16.5% | +0.1% | +16.4% | +16.5% |
| 3M | +15.7% | +37.5% | -21.8% | +10.4% |
| 6M | +19.2% | +34.6% | -15.4% | +13.3% |
| YTD | +55.0% | +23.5% | +31.5% | +49.1% |
| 1Y | +54.2% | +34.4% | +19.8% | +45.3% |
| 3Y | +35.9% | +2.3% | +33.6% | +28.8% |
| All | +35.9% | -0.6% | +36.5% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling