+82.3%
VOO vs XOP
+165.6%
-83.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.0% | -0.6% |
| 7D | -0.4% | +1.0% | -1.3% | -0.6% |
| 30D | -1.4% | +10.8% | -12.2% | -3.6% |
| 3M | +3.7% | +19.5% | -15.7% | -0.6% |
| 6M | +13.0% | +21.6% | -8.5% | +7.0% |
| YTD | +12.4% | +55.8% | -43.4% | -0.4% |
| 1Y | +18.6% | +54.6% | -36.1% | +5.0% |
| 3Y | +78.1% | +36.6% | +41.4% | +59.5% |
| 5Y | +82.3% | +160.6% | -78.4% | +40.6% |
| All | +82.3% | +165.6% | -83.4% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling