+47.6%
XOP vs TEL
+2.3%
+45.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.9% |
| 7D | +2.6% | +3.0% | -0.4% | +3.0% |
| 30D | +15.4% | -3.9% | +19.4% | +14.8% |
| 3M | +12.1% | -5.1% | +17.2% | +11.9% |
| 6M | +19.7% | +0.6% | +19.1% | +19.7% |
| YTD | +52.4% | -7.3% | +59.7% | +51.9% |
| 1Y | +47.6% | +1.1% | +46.4% | +34.3% |
| All | +47.6% | +2.3% | +45.2% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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