+5.1%
VUG vs XOP
+42.7%
-37.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -0.8% |
| 7D | +2.5% | +6.3% | -3.8% | +3.4% |
| 30D | -6.3% | -6.6% | +0.3% | -7.3% |
| 3M | -6.0% | +3.6% | -9.6% | -5.3% |
| 6M | -3.5% | +10.8% | -14.3% | -1.2% |
| YTD | +3.9% | +48.3% | -44.3% | +6.1% |
| 1Y | +5.1% | +42.9% | -37.8% | +8.1% |
| All | +5.1% | +42.7% | -37.6% | +8.1% |
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