+1,106.3%
VUG vs XOP
+76.4%
+1,029.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.9% | -0.7% |
| 7D | +4.4% | +5.2% | -0.8% | +2.8% |
| 30D | -7.3% | -8.4% | +1.0% | -5.1% |
| 3M | -4.2% | +2.9% | -7.2% | -5.5% |
| 6M | -1.6% | +8.8% | -10.4% | -5.0% |
| YTD | +4.9% | +46.9% | -42.0% | -8.6% |
| 1Y | +3.8% | +41.5% | -37.7% | -8.6% |
| 3Y | +79.4% | +43.1% | +36.3% | +55.0% |
| 5Y | +63.9% | +92.2% | -28.3% | +24.8% |
| 10Y | +404.0% | +52.3% | +351.7% | +258.4% |
| All | +1,106.3% | +76.4% | +1,029.9% | +558.0% |
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