+172.5%
VEA vs XOP
+43.1%
+129.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.0% |
| 7D | +1.9% | +0.6% | +1.2% | +1.6% |
| 30D | +0.8% | +16.5% | -15.8% | -4.4% |
| 3M | +5.7% | +15.7% | -10.0% | +0.1% |
| 6M | +13.3% | +19.2% | -5.9% | +5.2% |
| YTD | +18.4% | +55.0% | -36.6% | +0.1% |
| 1Y | +27.0% | +54.2% | -27.2% | +7.1% |
| 3Y | +79.3% | +35.9% | +43.4% | +54.4% |
| 5Y | +62.1% | +162.4% | -100.3% | +5.0% |
| 10Y | +160.3% | +50.2% | +110.1% | +77.2% |
| All | +172.5% | +43.1% | +129.4% | +32.1% |
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