+22.4%
VZ vs XOP
+40.9%
-18.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +2.1% | -14.7% | +16.9% | +3.8% |
| 30D | +1.4% | -7.7% | +9.1% | +1.9% |
| 3M | -1.3% | +4.4% | -5.7% | -1.9% |
| 6M | -0.5% | +3.5% | -4.1% | -1.5% |
| YTD | +19.6% | +39.4% | -19.8% | +12.3% |
| 1Y | +22.4% | +39.8% | -17.4% | +14.5% |
| All | +22.4% | +40.9% | -18.6% | +14.5% |
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