+61.1%
VZ vs XOP
+52.0%
+9.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.1% | +0.4% |
| 7D | +0.2% | +0.6% | -0.4% | +0.2% |
| 30D | +7.1% | +16.5% | -9.4% | +5.6% |
| 3M | +12.8% | +15.7% | -2.9% | +11.3% |
| 6M | +1.8% | +19.2% | -17.4% | 0.0% |
| YTD | +30.0% | +55.0% | -25.0% | +24.6% |
| 1Y | +24.3% | +54.2% | -29.9% | +19.1% |
| 3Y | +84.3% | +35.9% | +48.4% | +77.4% |
| 5Y | +25.9% | +162.4% | -136.5% | +12.8% |
| 10Y | +61.1% | +50.2% | +10.9% | +37.8% |
| All | +61.1% | +52.0% | +9.0% | +37.8% |
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