+796.9%
IVV vs XOP
+82.9%
+714.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | +0.1% | +2.6% | -2.4% | -0.7% |
| 30D | +0.1% | +15.4% | -15.4% | -4.4% |
| 3M | +2.0% | +12.1% | -10.1% | -2.0% |
| 6M | +13.0% | +19.7% | -6.6% | +5.6% |
| YTD | +13.6% | +52.4% | -38.8% | -2.0% |
| 1Y | +20.1% | +47.6% | -27.5% | +4.3% |
| 3Y | +77.6% | +34.4% | +43.2% | +56.2% |
| 5Y | +82.5% | +154.4% | -71.9% | +25.3% |
| 10Y | +316.5% | +54.7% | +261.9% | +191.8% |
| All | +796.9% | +82.9% | +714.0% | +377.0% |
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