+822.6%
VOO vs XOP
+51.8%
+770.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -1.0% |
| 7D | +0.5% | +0.6% | -0.1% | +0.4% |
| 30D | -0.9% | +16.5% | -17.5% | -4.9% |
| 3M | +3.9% | +15.7% | -11.8% | -0.3% |
| 6M | +14.5% | +19.2% | -4.7% | +8.3% |
| YTD | +13.0% | +55.0% | -42.0% | -0.6% |
| 1Y | +19.4% | +54.2% | -34.8% | +4.9% |
| 3Y | +78.9% | +35.9% | +43.0% | +60.2% |
| 5Y | +82.3% | +162.4% | -80.1% | +32.7% |
| 10Y | +314.2% | +50.2% | +264.1% | +209.3% |
| All | +822.6% | +51.8% | +770.8% | +472.6% |
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