+87.9%
VUG vs XOP
+36.7%
+51.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.7% |
| 7D | +0.9% | +0.6% | +0.2% | +0.7% |
| 30D | -1.4% | +16.5% | -18.0% | -4.2% |
| 3M | +2.3% | +15.7% | -13.4% | -0.5% |
| 6M | +15.7% | +19.2% | -3.5% | +10.5% |
| YTD | +8.6% | +55.0% | -46.3% | -4.2% |
| 1Y | +14.1% | +54.2% | -40.1% | +0.4% |
| 3Y | +87.9% | +35.9% | +52.0% | +61.6% |
| All | +87.9% | +36.7% | +51.2% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling