+238.6%
SCHD vs XOP
+58.6%
+180.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | +2.6% | -4.6% | -2.6% |
| 30D | -0.4% | +9.6% | -10.0% | -2.7% |
| 3M | +5.7% | +20.4% | -14.6% | +0.7% |
| 6M | +11.9% | +19.9% | -8.0% | +6.1% |
| YTD | +26.4% | +56.4% | -30.0% | +11.8% |
| 1Y | +27.6% | +52.4% | -24.8% | +13.4% |
| 3Y | +54.9% | +39.9% | +15.1% | +38.9% |
| 5Y | +60.9% | +163.7% | -102.8% | +19.3% |
| All | +238.6% | +58.6% | +180.0% | +139.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling