+1,299.8%
IGV vs XOP
+78.0%
+1,221.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | +2.3% | +6.3% | -4.0% | +0.5% |
| 30D | -6.0% | -6.6% | +0.6% | -4.3% |
| 3M | -4.8% | +3.6% | -8.3% | -6.2% |
| 6M | +14.2% | +10.8% | +3.5% | +9.8% |
| YTD | -4.2% | +48.3% | -52.5% | -16.5% |
| 1Y | -5.3% | +42.9% | -48.2% | -16.5% |
| 3Y | +38.8% | +43.3% | -4.5% | +20.4% |
| 5Y | +14.2% | +94.0% | -79.8% | -12.6% |
| 10Y | +357.6% | +53.7% | +303.8% | +227.0% |
| All | +1,299.8% | +78.0% | +1,221.8% | +670.3% |
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