+56.2%
XOP vs FITB
+282.4%
-226.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | +1.0% | -0.4% | +1.3% | +1.2% |
| 30D | +10.8% | -5.1% | +16.0% | +14.2% |
| 3M | +19.5% | +3.5% | +15.9% | +16.1% |
| 6M | +21.6% | +17.2% | +4.4% | +8.1% |
| YTD | +55.8% | +17.6% | +38.2% | +37.0% |
| 1Y | +54.6% | +23.4% | +31.3% | +31.3% |
| 3Y | +36.6% | +129.7% | -93.1% | -24.6% |
| 5Y | +160.6% | +68.4% | +92.2% | +66.4% |
| 10Y | +56.2% | +285.6% | -229.4% | -38.6% |
| All | +56.2% | +282.4% | -226.1% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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