+374.8%
FISV vs XOP
+82.9%
+291.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.4% | +0.7% |
| 7D | -0.3% | +2.6% | -2.9% | -1.1% |
| 30D | -2.1% | +15.4% | -17.5% | -6.0% |
| 3M | -5.7% | +12.1% | -17.8% | -9.0% |
| 6M | -15.3% | +19.7% | -35.0% | -20.1% |
| YTD | -21.1% | +52.4% | -73.5% | -30.6% |
| 1Y | -61.1% | +47.6% | -108.6% | -65.6% |
| 3Y | -56.8% | +34.4% | -91.2% | -61.5% |
| 5Y | -54.2% | +154.4% | -208.6% | -67.0% |
| 10Y | +1.6% | +54.7% | -53.1% | -26.9% |
| All | +374.8% | +82.9% | +291.9% | +160.7% |
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