+5.2%
VUG vs XOP
+45.9%
-40.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.4% | +7.9% | +0.5% |
| 7D | -3.0% | -10.5% | +7.5% | -4.7% |
| 30D | -6.4% | -4.3% | -2.1% | -6.9% |
| 3M | -3.2% | +4.7% | -7.9% | -2.2% |
| 6M | +3.1% | -0.1% | +3.2% | +3.9% |
| YTD | +6.3% | +43.8% | -37.6% | +7.8% |
| 1Y | +5.2% | +45.3% | -40.1% | +6.5% |
| All | +5.2% | +45.9% | -40.7% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling