+758.5%
IVV vs XOP
+67.4%
+691.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -2.7% | -14.7% | +12.0% | +2.0% |
| 30D | -5.4% | -7.7% | +2.3% | -3.3% |
| 3M | -4.1% | +4.4% | -8.5% | -5.8% |
| 6M | +0.7% | +3.5% | -2.8% | -1.4% |
| YTD | +8.7% | +39.4% | -30.7% | -4.0% |
| 1Y | +11.0% | +39.8% | -28.8% | -2.2% |
| 3Y | +75.4% | +29.7% | +45.8% | +55.5% |
| 5Y | +68.3% | +78.6% | -10.2% | +29.6% |
| 10Y | +315.5% | +51.8% | +263.7% | +191.0% |
| All | +758.5% | +67.4% | +691.2% | +367.4% |
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 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