+456.3%
VRTX vs XOP
+52.9%
+403.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.0% | -1.6% |
| 7D | -6.4% | +1.0% | -7.4% | -6.5% |
| 30D | -0.5% | +10.8% | -11.4% | -2.1% |
| 3M | +16.9% | +19.5% | -2.6% | +13.7% |
| 6M | +13.1% | +21.6% | -8.5% | +9.1% |
| YTD | +14.9% | +55.8% | -40.9% | +6.5% |
| 1Y | +31.4% | +54.6% | -23.2% | +21.8% |
| 3Y | +51.9% | +36.6% | +15.3% | +41.9% |
| 5Y | +177.1% | +160.6% | +16.4% | +126.2% |
| 10Y | +456.3% | +56.2% | +400.0% | +369.3% |
| All | +456.3% | +52.9% | +403.4% | +369.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling