+1,346.5%
IGV vs XOP
+82.9%
+1,263.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.0% |
| 7D | -4.5% | +2.6% | -7.1% | -5.3% |
| 30D | +3.2% | +15.4% | -12.2% | -1.2% |
| 3M | +4.5% | +12.1% | -7.5% | +0.6% |
| 6M | +22.1% | +19.7% | +2.4% | +14.5% |
| YTD | -1.0% | +52.4% | -53.4% | -14.0% |
| 1Y | -2.1% | +47.6% | -49.7% | -14.4% |
| 3Y | +44.6% | +34.4% | +10.2% | +28.1% |
| 5Y | +22.2% | +154.4% | -132.2% | -14.1% |
| 10Y | +364.7% | +54.7% | +310.0% | +232.3% |
| All | +1,346.5% | +82.9% | +1,263.6% | +692.8% |
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