+1,105.1%
VLO vs XOP
+82.9%
+1,022.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.6% |
| 7D | +5.2% | +2.6% | +2.6% | +3.3% |
| 30D | +22.6% | +15.4% | +7.1% | +10.6% |
| 3M | +43.8% | +12.1% | +31.7% | +32.4% |
| 6M | +65.7% | +19.7% | +46.1% | +46.2% |
| YTD | +131.1% | +52.4% | +78.7% | +71.5% |
| 1Y | +143.6% | +47.6% | +96.1% | +84.8% |
| 3Y | +201.4% | +34.4% | +167.0% | +144.5% |
| 5Y | +568.9% | +154.4% | +414.5% | +242.4% |
| 10Y | +891.8% | +54.7% | +837.1% | +501.6% |
| All | +1,105.1% | +82.9% | +1,022.1% | +357.6% |
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