-57.6%
FISV vs XOP
+36.3%
-93.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.4% |
| 7D | -2.7% | +2.6% | -5.3% | -3.1% |
| 30D | 0.0% | +9.6% | -9.6% | -1.7% |
| 3M | -2.8% | +20.4% | -23.1% | -6.3% |
| 6M | -11.8% | +19.9% | -31.7% | -15.3% |
| YTD | -23.2% | +56.4% | -79.6% | -30.6% |
| 1Y | -62.0% | +52.4% | -114.4% | -65.5% |
| 3Y | -57.6% | +39.9% | -97.5% | -62.0% |
| All | -57.6% | +36.3% | -93.9% | -62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling