+346.9%
VZ vs XOP
+67.4%
+279.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +2.1% | -14.7% | +16.9% | +4.7% |
| 30D | +1.4% | -7.7% | +9.1% | +2.5% |
| 3M | -1.3% | +4.4% | -5.7% | -2.1% |
| 6M | -0.5% | +3.5% | -4.1% | -1.5% |
| YTD | +19.6% | +39.4% | -19.8% | +12.7% |
| 1Y | +22.4% | +39.8% | -17.4% | +15.1% |
| 3Y | +55.9% | +29.7% | +26.2% | +46.4% |
| 5Y | +20.4% | +78.6% | -58.2% | +4.6% |
| 10Y | +66.9% | +51.8% | +15.0% | +36.8% |
| All | +346.9% | +67.4% | +279.5% | +192.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling