+754.3%
VLO vs XOP
+49.8%
+704.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.8% |
| 7D | -0.4% | +0.5% | -0.9% | -0.7% |
| 30D | -16.6% | -7.3% | -9.3% | -11.8% |
| 3M | +12.3% | +1.4% | +10.9% | +11.5% |
| 6M | +47.8% | +7.8% | +40.1% | +40.8% |
| YTD | +126.7% | +44.5% | +82.2% | +76.6% |
| 1Y | +105.4% | +37.0% | +68.3% | +66.0% |
| 3Y | +222.0% | +40.8% | +181.2% | +156.2% |
| 5Y | +449.8% | +88.7% | +361.2% | +259.4% |
| 10Y | +754.3% | +49.9% | +704.5% | +391.0% |
| All | +754.3% | +49.8% | +704.6% | +391.0% |
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