+32.5%
XOP vs TEL
+708.6%
-676.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.4% | +2.8% |
| 7D | +0.6% | -1.4% | +2.1% | +1.4% |
| 30D | +16.5% | -4.9% | +21.4% | +19.7% |
| 3M | +15.7% | +0.1% | +15.6% | +13.3% |
| 6M | +19.2% | +0.4% | +18.8% | +12.9% |
| YTD | +55.0% | -8.9% | +63.9% | +53.7% |
| 1Y | +54.2% | -0.3% | +54.5% | +42.6% |
| 3Y | +35.9% | +67.6% | -31.7% | -14.5% |
| 5Y | +162.4% | +50.7% | +111.7% | +73.0% |
| 10Y | +50.2% | +288.6% | -238.5% | -48.1% |
| All | +32.5% | +708.6% | -676.0% | -77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling