+790.3%
VLO vs XOP
+53.9%
+736.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.6% |
| 7D | +9.6% | +6.3% | +3.3% | +5.0% |
| 30D | -17.4% | -6.6% | -10.8% | -13.2% |
| 3M | +10.8% | +3.6% | +7.2% | +8.4% |
| 6M | +56.9% | +10.8% | +46.2% | +46.6% |
| YTD | +136.8% | +48.3% | +88.5% | +81.2% |
| 1Y | +120.7% | +42.9% | +77.7% | +73.2% |
| 3Y | +231.9% | +43.3% | +188.6% | +160.9% |
| 5Y | +479.0% | +94.0% | +385.0% | +271.2% |
| All | +790.3% | +53.9% | +736.5% | +401.7% |
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 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