+75.4%
IVV vs XOP
+25.8%
+49.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -2.7% | -14.7% | +12.0% | -0.1% |
| 30D | -5.4% | -7.7% | +2.3% | -4.2% |
| 3M | -4.1% | +4.4% | -8.5% | -5.3% |
| 6M | +0.7% | +3.5% | -2.8% | -0.7% |
| YTD | +8.7% | +39.4% | -30.7% | -2.8% |
| 1Y | +11.0% | +39.8% | -28.8% | -1.1% |
| 3Y | +75.4% | +29.7% | +45.8% | +54.7% |
| All | +75.4% | +25.8% | +49.6% | +54.7% |
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 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