+47.9%
XOP vs INVH
+79.4%
-31.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +1.0% | -2.3% | +3.2% | +2.0% |
| 30D | +10.8% | -5.7% | +16.6% | +13.7% |
| 3M | +19.5% | -4.5% | +23.9% | +21.6% |
| 6M | +21.6% | +11.0% | +10.6% | +14.7% |
| YTD | +55.8% | +3.7% | +52.1% | +51.2% |
| 1Y | +54.6% | -2.8% | +57.5% | +54.3% |
| 3Y | +36.6% | -7.1% | +43.8% | +37.1% |
| 5Y | +160.6% | -19.4% | +180.1% | +176.5% |
| All | +47.9% | +79.4% | -31.5% | +7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling