+56.2%
XOP vs TT
+906.5%
-850.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | +1.0% | +1.4% | -0.5% | +0.3% |
| 30D | +10.8% | -6.7% | +17.5% | +14.3% |
| 3M | +19.5% | -5.4% | +24.9% | +21.1% |
| 6M | +21.6% | +4.4% | +17.2% | +15.7% |
| YTD | +55.8% | +14.9% | +40.9% | +40.4% |
| 1Y | +54.6% | +9.3% | +45.4% | +42.2% |
| 3Y | +36.6% | +121.7% | -85.1% | -19.6% |
| 5Y | +160.6% | +148.2% | +12.5% | +38.4% |
| 10Y | +56.2% | +957.3% | -901.0% | -67.7% |
| All | +56.2% | +906.5% | -850.3% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 10y: compounded portfolio wealth divided by compounded TT 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…
10y analysis · Full analysis span regression · 6 months rolling