+172.2%
CVX vs XOP
+165.6%
+6.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.6% |
| 7D | +1.0% | +1.0% | 0.0% | +0.4% |
| 30D | +10.7% | +10.8% | -0.2% | +4.0% |
| 3M | +15.5% | +19.5% | -4.0% | +3.7% |
| 6M | +14.9% | +21.6% | -6.7% | +1.9% |
| YTD | +44.2% | +55.8% | -11.6% | +10.0% |
| 1Y | +43.5% | +54.6% | -11.1% | +9.5% |
| 3Y | +45.0% | +36.6% | +8.3% | +17.3% |
| 5Y | +172.2% | +160.6% | +11.5% | +58.4% |
| All | +172.2% | +165.6% | +6.5% | +58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling