+30.3%
SCHD vs XOP
+49.8%
-19.5%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -0.3% | +2.6% | -2.9% | -0.6% |
| 30D | +3.4% | +15.4% | -12.0% | +1.7% |
| 3M | +7.6% | +12.1% | -4.4% | +6.1% |
| 6M | +12.2% | +19.7% | -7.5% | +8.2% |
| YTD | +29.0% | +52.4% | -23.4% | +16.9% |
| 1Y | +30.3% | +47.6% | -17.3% | +19.0% |
| All | +30.3% | +49.8% | -19.5% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling