+39.9%
XOP vs INVH
-9.7%
+49.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.6% | -3.0% | +5.6% | +3.3% |
| 30D | +9.6% | -7.5% | +17.1% | +11.5% |
| 3M | +20.4% | -5.5% | +25.9% | +21.7% |
| 6M | +19.9% | +11.7% | +8.2% | +15.2% |
| YTD | +56.4% | +1.3% | +55.1% | +54.7% |
| 1Y | +52.4% | -6.1% | +58.5% | +55.0% |
| 3Y | +39.9% | -9.8% | +49.6% | +41.9% |
| All | +39.9% | -9.7% | +49.6% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling