+938.9%
VLO vs XOP
+52.9%
+886.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.2% |
| 7D | +6.2% | +1.0% | +5.3% | +5.6% |
| 30D | +23.5% | +10.8% | +12.7% | +15.0% |
| 3M | +53.9% | +19.5% | +34.4% | +36.0% |
| 6M | +81.7% | +21.6% | +60.1% | +59.2% |
| YTD | +142.5% | +55.8% | +86.6% | +79.0% |
| 1Y | +145.4% | +54.6% | +90.8% | +82.0% |
| 3Y | +197.3% | +36.6% | +160.7% | +140.2% |
| 5Y | +614.6% | +160.6% | +453.9% | +277.9% |
| 10Y | +938.9% | +56.2% | +882.6% | +455.9% |
| All | +938.9% | +52.9% | +886.0% | +455.9% |
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