+47.0%
CVX vs XOP
+45.9%
+1.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.4% | +2.7% | +0.5% |
| 7D | -5.3% | -10.5% | +5.2% | +1.7% |
| 30D | +5.1% | -4.3% | +9.4% | +8.0% |
| 3M | +14.9% | +4.7% | +10.3% | +11.3% |
| 6M | +14.9% | -0.1% | +14.9% | +14.0% |
| YTD | +46.3% | +43.8% | +2.5% | +19.3% |
| 1Y | +47.0% | +45.3% | +1.7% | +18.6% |
| All | +47.0% | +45.9% | +1.2% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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