+39.9%
XOP vs TPG
+81.8%
-41.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.2% |
| 7D | +2.6% | -9.4% | +12.0% | +4.9% |
| 30D | +9.6% | -5.3% | +14.9% | +10.6% |
| 3M | +20.4% | +12.9% | +7.4% | +15.9% |
| 6M | +19.9% | +20.1% | -0.2% | +12.4% |
| YTD | +56.4% | -22.5% | +78.9% | +68.1% |
| 1Y | +52.4% | -19.7% | +72.1% | +60.7% |
| 3Y | +39.9% | +81.2% | -41.3% | +14.7% |
| All | +39.9% | +81.8% | -41.9% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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