+60.2%
SCHD vs XOP
+158.8%
-98.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.6% |
| 3M | +5.7% | +20.4% | -14.6% | +0.9% |
| 6M | +11.9% | +19.9% | -8.0% | +6.3% |
| YTD | +26.4% | +56.4% | -30.0% | +11.9% |
| 1Y | +27.6% | +52.4% | -24.8% | +13.4% |
| 3Y | +54.9% | +39.9% | +15.1% | +38.4% |
| All | +60.2% | +158.8% | -98.7% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling