+82.5%
XOP vs TECH
+587.3%
-504.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +15.4% | +0.7% | +14.7% | +15.1% |
| 3M | +12.1% | +36.3% | -24.3% | -1.4% |
| 6M | +19.7% | +25.6% | -5.9% | +6.3% |
| YTD | +52.4% | +23.7% | +28.7% | +35.2% |
| 1Y | +47.6% | +37.6% | +9.9% | +23.7% |
| 3Y | +34.4% | -6.6% | +41.0% | +24.4% |
| 5Y | +154.4% | -42.2% | +196.6% | +181.3% |
| 10Y | +54.7% | +187.6% | -132.9% | -36.3% |
| All | +82.5% | +587.3% | -504.8% | -53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling