-55.8%
FISV vs XOP
+156.4%
-212.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.5% |
| 7D | -7.2% | +1.6% | -8.8% | -7.6% |
| 30D | -7.2% | +9.6% | -16.8% | -9.2% |
| 3M | -8.2% | +16.9% | -25.1% | -11.6% |
| 6M | -17.7% | +24.0% | -41.7% | -22.3% |
| YTD | -27.2% | +56.2% | -83.4% | -35.2% |
| 1Y | -63.0% | +51.8% | -114.8% | -66.9% |
| 3Y | -59.8% | +37.0% | -96.7% | -63.8% |
| 5Y | -55.8% | +163.4% | -219.2% | -66.4% |
| All | -55.8% | +156.4% | -212.2% | -66.4% |
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