+355.6%
FISV vs XOP
+86.0%
+269.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.5% |
| 7D | -1.6% | +0.6% | -2.2% | -1.8% |
| 30D | -3.0% | +16.5% | -19.5% | -7.1% |
| 3M | -3.5% | +15.7% | -19.2% | -7.6% |
| 6M | -19.4% | +19.2% | -38.6% | -23.8% |
| YTD | -24.3% | +55.0% | -79.2% | -33.7% |
| 1Y | -62.4% | +54.2% | -116.6% | -67.1% |
| 3Y | -58.2% | +35.9% | -94.0% | -62.8% |
| 5Y | -56.5% | +162.4% | -218.9% | -69.0% |
| 10Y | -0.5% | +50.2% | -50.7% | -27.7% |
| All | +355.6% | +86.0% | +269.6% | +149.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling