+153.3%
XOP vs TROW
-39.3%
+192.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | +2.6% | -3.2% | +5.8% | +3.9% |
| 30D | +9.6% | -4.6% | +14.2% | +11.5% |
| 3M | +20.4% | -0.7% | +21.0% | +19.6% |
| 6M | +19.9% | +22.2% | -2.3% | +8.9% |
| YTD | +56.4% | +6.6% | +49.8% | +49.6% |
| 1Y | +52.4% | +5.8% | +46.6% | +46.0% |
| 3Y | +39.9% | +11.6% | +28.3% | +28.2% |
| All | +153.3% | -39.3% | +192.6% | +231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 5y: compounded portfolio wealth divided by compounded TROW 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…
5y analysis · Full analysis span regression · 6 months rolling