+92.7%
XOP vs TECH
-41.0%
+133.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +6.3% | +0.1% | +6.2% | +6.3% |
| 30D | -6.6% | +0.5% | -7.1% | -6.7% |
| 3M | +3.6% | +1.1% | +2.5% | +3.3% |
| 6M | +10.8% | +62.8% | -52.1% | 0.0% |
| YTD | +48.3% | +24.5% | +23.8% | +39.9% |
| 1Y | +42.9% | +20.6% | +22.3% | +35.7% |
| 3Y | +43.3% | +29.5% | +13.8% | +27.1% |
| All | +92.7% | -41.0% | +133.6% | +92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling