+80.1%
IVV vs XOP
+35.1%
+45.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +0.1% | +2.6% | -2.4% | -0.4% |
| 30D | +0.1% | +15.4% | -15.4% | -2.7% |
| 3M | +2.0% | +12.1% | -10.1% | -0.4% |
| 6M | +13.0% | +19.7% | -6.6% | +7.6% |
| YTD | +13.6% | +52.4% | -38.8% | +0.6% |
| 1Y | +20.1% | +47.6% | -27.5% | +7.1% |
| All | +80.1% | +35.1% | +45.0% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling