+674.9%
CVX vs XOP
+82.9%
+591.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -0.8% |
| 7D | +3.3% | +2.6% | +0.8% | +1.9% |
| 30D | +12.9% | +15.4% | -2.6% | +4.1% |
| 3M | +11.7% | +12.1% | -0.3% | +4.7% |
| 6M | +14.1% | +19.7% | -5.5% | +3.0% |
| YTD | +40.7% | +52.4% | -11.7% | +10.7% |
| 1Y | +37.5% | +47.6% | -10.1% | +9.8% |
| 3Y | +43.9% | +34.4% | +9.6% | +19.7% |
| 5Y | +161.5% | +154.4% | +7.1% | +47.7% |
| 10Y | +215.1% | +54.7% | +160.4% | +98.5% |
| All | +674.9% | +82.9% | +591.9% | +236.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling