+75.9%
XOP vs TECH
+591.2%
-515.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | +5.2% | +0.2% | +4.9% | +5.1% |
| 30D | -8.4% | +0.5% | -8.9% | -8.5% |
| 3M | +2.9% | +1.0% | +2.0% | +2.6% |
| 6M | +8.8% | +54.1% | -45.2% | -8.9% |
| YTD | +46.9% | +24.4% | +22.5% | +30.0% |
| 1Y | +41.5% | +19.3% | +22.2% | +27.0% |
| 3Y | +43.1% | +28.5% | +14.6% | +15.2% |
| 5Y | +92.2% | -41.0% | +133.1% | +111.4% |
| 10Y | +52.3% | +189.3% | -137.0% | -37.2% |
| All | +75.9% | +591.2% | -515.3% | -55.6% |
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 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