+59.4%
VEA vs XOP
+156.4%
-97.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | -2.1% | +1.6% | -3.7% | -2.4% |
| 30D | -1.1% | +9.6% | -10.6% | -2.8% |
| 3M | +5.1% | +16.9% | -11.9% | +1.8% |
| 6M | +9.8% | +24.0% | -14.3% | +4.2% |
| YTD | +15.9% | +56.2% | -40.3% | +4.0% |
| 1Y | +24.6% | +51.8% | -27.2% | +12.3% |
| 3Y | +75.5% | +37.0% | +38.6% | +59.2% |
| 5Y | +59.4% | +163.4% | -104.0% | +24.6% |
| All | +59.4% | +156.4% | -97.0% | +24.6% |
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 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