+161.1%
VEA vs XOP
+58.6%
+102.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.0% |
| 7D | -1.5% | +2.6% | -4.1% | -2.0% |
| 30D | -0.8% | +9.6% | -10.4% | -2.8% |
| 3M | +2.5% | +20.4% | -17.9% | -1.9% |
| 6M | +11.1% | +19.9% | -8.8% | +5.8% |
| YTD | +17.2% | +56.4% | -39.2% | +4.6% |
| 1Y | +24.5% | +52.4% | -27.9% | +11.5% |
| 3Y | +75.4% | +39.9% | +35.5% | +58.0% |
| 5Y | +61.1% | +163.7% | -102.6% | +21.9% |
| All | +161.1% | +58.6% | +102.5% | +92.8% |
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