+44.0%
XOP vs TEM
+53.2%
-9.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.7% | +5.2% | +0.9% |
| 7D | +1.0% | -1.1% | +2.0% | +1.0% |
| 30D | +10.8% | +11.3% | -0.5% | +9.8% |
| 3M | +19.5% | +25.5% | -6.1% | +16.9% |
| 6M | +21.6% | +17.1% | +4.5% | +19.0% |
| YTD | +55.8% | +3.8% | +52.1% | +53.5% |
| 1Y | +54.6% | -24.4% | +79.0% | +55.7% |
| All | +44.0% | +53.2% | -9.2% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 3y: compounded portfolio wealth divided by compounded TEM 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…
3y analysis · Full analysis span regression · 6 months rolling