+1,118.8%
VLO vs XOP
+76.4%
+1,042.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.4% | +1.9% |
| 7D | +6.8% | +5.2% | +1.6% | +3.0% |
| 30D | -17.9% | -8.4% | -9.5% | -12.4% |
| 3M | +13.5% | +2.9% | +10.6% | +11.5% |
| 6M | +53.0% | +8.8% | +44.2% | +44.5% |
| YTD | +133.7% | +46.9% | +86.8% | +78.6% |
| 1Y | +115.7% | +41.5% | +74.2% | +69.3% |
| 3Y | +231.9% | +43.1% | +188.8% | +159.0% |
| 5Y | +471.6% | +92.2% | +379.4% | +258.3% |
| 10Y | +780.7% | +52.3% | +728.4% | +445.8% |
| All | +1,118.8% | +76.4% | +1,042.5% | +376.5% |
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