+54.6%
XOP vs TRMB
-29.4%
+84.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.4% |
| 7D | +1.0% | -2.9% | +3.9% | +0.8% |
| 30D | +10.8% | -1.8% | +12.6% | +10.7% |
| 3M | +19.5% | +8.4% | +11.1% | +19.9% |
| 6M | +21.6% | -18.5% | +40.1% | +23.7% |
| YTD | +55.8% | -26.7% | +82.6% | +59.3% |
| 1Y | +54.6% | -28.3% | +83.0% | +57.0% |
| All | +54.6% | -29.4% | +84.1% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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