+356.3%
IGV vs XOP
+58.4%
+297.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.7% |
| 7D | -5.4% | +1.6% | -7.0% | -5.7% |
| 30D | -2.6% | +9.6% | -12.2% | -4.6% |
| 3M | +10.5% | +16.9% | -6.4% | +6.5% |
| 6M | +18.2% | +24.0% | -5.9% | +11.9% |
| YTD | -4.2% | +56.2% | -60.4% | -14.1% |
| 1Y | -9.8% | +51.8% | -61.6% | -18.8% |
| 3Y | +39.1% | +37.0% | +2.2% | +26.7% |
| 5Y | +21.2% | +163.4% | -142.2% | -5.2% |
| All | +356.3% | +58.4% | +297.9% | +256.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling