+384.8%
V vs XOP
+52.9%
+331.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -2.9% | +1.0% | -3.9% | -3.1% |
| 30D | +1.9% | +10.8% | -9.0% | -0.7% |
| 3M | +13.2% | +19.5% | -6.2% | +8.2% |
| 6M | +16.7% | +21.6% | -4.9% | +10.5% |
| YTD | +5.4% | +55.8% | -50.4% | -6.4% |
| 1Y | +7.7% | +54.6% | -47.0% | -4.5% |
| 3Y | +52.0% | +36.6% | +15.4% | +36.8% |
| 5Y | +67.7% | +160.6% | -92.9% | +24.1% |
| 10Y | +384.8% | +56.2% | +328.5% | +233.4% |
| All | +384.8% | +52.9% | +331.9% | +233.4% |
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 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