+2,926.4%
V vs XOP
+18.2%
+2,908.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -0.7% |
| 7D | -1.7% | +2.6% | -4.3% | -2.5% |
| 30D | +2.0% | +15.4% | -13.5% | -2.4% |
| 3M | +17.4% | +12.1% | +5.3% | +12.9% |
| 6M | +17.5% | +19.7% | -2.2% | +10.3% |
| YTD | +7.6% | +52.4% | -44.8% | -6.4% |
| 1Y | +7.7% | +47.6% | -39.8% | -5.8% |
| 3Y | +54.7% | +34.4% | +20.3% | +36.4% |
| 5Y | +73.0% | +154.4% | -81.3% | +20.0% |
| 10Y | +390.9% | +54.7% | +336.2% | +243.2% |
| All | +2,926.4% | +18.2% | +2,908.2% | +1,837.7% |
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 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