+70.6%
VZ vs XOP
+44.9%
+25.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.5% |
| 7D | +2.4% | -8.4% | +10.7% | +3.1% |
| 30D | +11.2% | -8.4% | +19.5% | +12.0% |
| 3M | 0.0% | +0.2% | -0.2% | -0.1% |
| 6M | +1.3% | +7.2% | -5.9% | +0.5% |
| YTD | +21.3% | +40.8% | -19.6% | +17.2% |
| 1Y | +23.9% | +36.3% | -12.3% | +20.1% |
| 3Y | +57.7% | +37.2% | +20.5% | +51.6% |
| 5Y | +21.2% | +86.6% | -65.4% | +12.2% |
| 10Y | +70.6% | +44.0% | +26.5% | +48.0% |
| All | +70.6% | +44.9% | +25.6% | +48.0% |
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 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