+105.4%
VLO vs XOP
+39.3%
+66.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +1.2% |
| 7D | -0.4% | +0.5% | -0.9% | -0.8% |
| 30D | -16.6% | -7.3% | -9.3% | -10.3% |
| 3M | +12.3% | +1.4% | +10.9% | +11.1% |
| 6M | +47.8% | +7.8% | +40.1% | +38.0% |
| YTD | +126.7% | +44.5% | +82.2% | +68.3% |
| 1Y | +105.4% | +37.0% | +68.3% | +61.0% |
| All | +105.4% | +39.3% | +66.0% | +61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling