+67.1%
V vs XOP
+156.8%
-89.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.0% |
| 7D | -1.1% | +0.6% | -1.7% | -1.2% |
| 30D | +1.9% | +16.5% | -14.6% | -1.2% |
| 3M | +15.5% | +15.7% | -0.2% | +11.9% |
| 6M | +16.6% | +19.2% | -2.6% | +11.8% |
| YTD | +5.7% | +55.0% | -49.2% | -4.6% |
| 1Y | +8.6% | +54.2% | -45.6% | -2.2% |
| 3Y | +52.5% | +35.9% | +16.6% | +38.8% |
| 5Y | +67.1% | +162.4% | -95.3% | +29.0% |
| All | +67.1% | +156.8% | -89.7% | +29.0% |
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 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