+24.3%
VXUS vs XOP
+54.2%
-29.9%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.7% |
| 7D | +0.3% | +1.0% | -0.7% | +0.4% |
| 30D | +0.7% | +10.8% | -10.2% | +1.9% |
| 3M | +4.8% | +19.5% | -14.7% | +7.1% |
| 6M | +11.3% | +21.6% | -10.3% | +12.0% |
| YTD | +16.5% | +55.8% | -39.3% | +13.0% |
| 1Y | +24.3% | +54.6% | -30.4% | +21.2% |
| All | +24.3% | +54.2% | -29.9% | +21.2% |
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