+47.6%
XOP vs TECK
+108.8%
-61.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | +15.4% | +4.6% | +10.8% | +15.9% |
| 3M | +12.1% | +2.8% | +9.2% | +12.7% |
| 6M | +19.7% | +24.9% | -5.2% | +22.7% |
| YTD | +52.4% | +44.7% | +7.7% | +53.5% |
| 1Y | +47.6% | +112.0% | -64.4% | +51.3% |
| All | +47.6% | +108.8% | -61.2% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 1y: compounded portfolio wealth divided by compounded TECK 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…
1y analysis · Full analysis span regression · 6 months rolling