+41.5%
XOP vs TRMB
-30.2%
+71.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.7% |
| 7D | +5.2% | +4.1% | +1.1% | +5.1% |
| 30D | -8.4% | -7.0% | -1.4% | -7.4% |
| 3M | +2.9% | -0.9% | +3.9% | +4.6% |
| 6M | +8.8% | -1.2% | +10.0% | +11.1% |
| YTD | +46.9% | -28.7% | +75.6% | +50.3% |
| 1Y | +41.5% | -32.1% | +73.6% | +45.7% |
| All | +41.5% | -30.2% | +71.7% | +45.7% |
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