+73.1%
XOP vs TECH
+590.8%
-517.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -7.3% | +0.3% | -7.6% | -7.4% |
| 3M | +1.4% | +1.0% | +0.4% | +1.0% |
| 6M | +7.8% | +54.0% | -46.2% | -9.8% |
| YTD | +44.5% | +24.3% | +20.2% | +27.9% |
| 1Y | +37.0% | +23.7% | +13.3% | +21.1% |
| 3Y | +40.8% | +28.5% | +12.3% | +13.3% |
| 5Y | +88.7% | -41.2% | +129.9% | +108.0% |
| 10Y | +49.9% | +189.2% | -139.3% | -38.2% |
| All | +73.1% | +590.8% | -517.7% | -56.3% |
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