+35.9%
XOP vs TRMB
+13.0%
+22.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.8% | +2.0% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | +16.5% | -1.2% | +17.8% | +16.7% |
| 3M | +15.7% | +9.6% | +6.1% | +12.2% |
| 6M | +19.2% | -16.1% | +35.3% | +25.3% |
| YTD | +55.0% | -25.0% | +79.9% | +68.8% |
| 1Y | +54.2% | -27.7% | +81.9% | +69.4% |
| 3Y | +35.9% | +15.3% | +20.6% | +24.7% |
| All | +35.9% | +13.0% | +22.8% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling