+73.6%
VEA vs XOP
+36.1%
+37.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | -2.1% | +1.6% | -3.7% | -2.3% |
| 30D | -1.1% | +9.6% | -10.6% | -2.2% |
| 3M | +5.1% | +16.9% | -11.9% | +2.9% |
| 6M | +9.8% | +24.0% | -14.3% | +5.3% |
| YTD | +15.9% | +56.2% | -40.3% | +5.2% |
| 1Y | +24.6% | +51.8% | -27.2% | +13.5% |
| All | +73.6% | +36.1% | +37.5% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling