+86.6%
XOP vs TROW
+436.0%
-349.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.4% |
| 7D | +1.0% | -1.5% | +2.5% | +1.8% |
| 30D | +10.8% | -5.3% | +16.1% | +14.1% |
| 3M | +19.5% | +2.9% | +16.5% | +16.2% |
| 6M | +21.6% | +22.2% | -0.6% | +6.5% |
| YTD | +55.8% | +8.1% | +47.7% | +45.3% |
| 1Y | +54.6% | +5.8% | +48.8% | +45.5% |
| 3Y | +36.6% | +14.0% | +22.6% | +20.3% |
| 5Y | +160.6% | -38.3% | +198.9% | +212.1% |
| 10Y | +56.2% | +131.7% | -75.4% | -11.6% |
| All | +86.6% | +436.0% | -349.3% | -27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling