+45.3%
XOP vs TRI
-22.4%
+67.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.4% | -12.8% | -6.5% |
| 7D | -10.5% | +1.0% | -11.5% | -10.5% |
| 30D | -4.3% | +20.8% | -25.1% | -5.0% |
| 3M | +4.7% | +8.1% | -3.4% | +4.4% |
| 6M | -0.1% | +24.2% | -24.2% | -1.3% |
| YTD | +43.8% | -7.8% | +51.6% | +39.6% |
| 1Y | +45.3% | -16.7% | +61.9% | +44.2% |
| All | +45.3% | -22.4% | +67.7% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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