+3,306.4%
V vs XOP
+8.4%
+3,298.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -0.8% | -10.0% | +9.2% | +2.2% |
| 30D | +9.5% | -9.1% | +18.6% | +12.3% |
| 3M | +16.7% | +5.1% | +11.6% | +14.3% |
| 6M | +32.9% | +6.4% | +26.6% | +29.2% |
| YTD | +21.1% | +39.7% | -18.6% | +7.6% |
| 1Y | +26.6% | +37.2% | -10.6% | +12.9% |
| 3Y | +78.4% | +37.6% | +40.7% | +55.7% |
| 5Y | +105.5% | +76.5% | +29.0% | +59.4% |
| 10Y | +444.2% | +42.6% | +401.6% | +289.0% |
| All | +3,306.4% | +8.4% | +3,298.0% | +2,128.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling