+65.5%
VZ vs XOP
+47.9%
+17.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +2.2% | -10.0% | +12.3% | +3.2% |
| 30D | +10.6% | -9.1% | +19.7% | +11.4% |
| 3M | -0.6% | +5.1% | -5.7% | -1.1% |
| 6M | +0.7% | +6.4% | -5.6% | 0.0% |
| YTD | +20.6% | +39.7% | -19.1% | +16.7% |
| 1Y | +22.7% | +37.2% | -14.5% | +18.9% |
| 3Y | +57.2% | +37.6% | +19.6% | +51.1% |
| 5Y | +21.4% | +76.5% | -55.1% | +12.9% |
| 10Y | +65.5% | +42.6% | +22.9% | +43.3% |
| All | +65.5% | +47.9% | +17.6% | +43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling