+50.2%
XOP vs TPR
+305.2%
-255.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.4% | +3.0% |
| 7D | +0.6% | -3.4% | +4.0% | +1.8% |
| 30D | +16.5% | -27.3% | +43.8% | +29.0% |
| 3M | +15.7% | -16.2% | +32.0% | +21.0% |
| 6M | +19.2% | -17.9% | +37.1% | +23.4% |
| YTD | +55.0% | -7.1% | +62.1% | +52.0% |
| 1Y | +54.2% | +13.6% | +40.6% | +38.4% |
| 3Y | +35.9% | +293.7% | -257.9% | -30.4% |
| 5Y | +162.4% | +239.1% | -76.7% | +34.9% |
| 10Y | +50.2% | +311.2% | -261.0% | -36.6% |
| All | +50.2% | +305.2% | -255.1% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TPR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling