+55.0%
XOP vs TRI
+196.2%
-141.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | +2.6% | -7.9% | +10.5% | +5.0% |
| 30D | +9.6% | -4.5% | +14.1% | +10.6% |
| 3M | +20.4% | +22.1% | -1.7% | +10.8% |
| 6M | +19.9% | -2.8% | +22.7% | +18.2% |
| YTD | +56.4% | -23.4% | +79.8% | +67.3% |
| 1Y | +52.4% | -41.5% | +94.0% | +82.5% |
| 3Y | +39.9% | -19.2% | +59.1% | +37.9% |
| 5Y | +163.7% | -9.4% | +173.1% | +139.5% |
| All | +55.0% | +196.2% | -141.2% | -19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling