+1,153.8%
VUG vs XOP
+82.9%
+1,070.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.2% |
| 7D | -0.1% | +2.6% | -2.7% | -0.9% |
| 30D | -0.3% | +15.4% | -15.8% | -4.6% |
| 3M | -0.7% | +12.1% | -12.7% | -4.5% |
| 6M | +14.6% | +19.7% | -5.1% | +7.2% |
| YTD | +9.0% | +52.4% | -43.4% | -5.6% |
| 1Y | +14.9% | +47.6% | -32.7% | +0.1% |
| 3Y | +86.0% | +34.4% | +51.7% | +64.1% |
| 5Y | +76.7% | +154.4% | -77.7% | +23.2% |
| 10Y | +411.3% | +54.7% | +356.6% | +262.8% |
| All | +1,153.8% | +82.9% | +1,070.9% | +579.3% |
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 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