+363.6%
IGV vs XOP
+53.9%
+309.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | +2.3% | +6.3% | -4.0% | +1.0% |
| 30D | -6.0% | -6.6% | +0.6% | -4.8% |
| 3M | -4.8% | +3.6% | -8.3% | -5.8% |
| 6M | +14.2% | +10.8% | +3.5% | +11.0% |
| YTD | -4.2% | +48.3% | -52.5% | -13.4% |
| 1Y | -5.3% | +42.9% | -48.2% | -13.7% |
| 3Y | +38.8% | +43.3% | -4.5% | +25.0% |
| 5Y | +14.2% | +94.0% | -79.8% | -5.0% |
| All | +363.6% | +53.9% | +309.7% | +268.2% |
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