+39.4%
XOP vs IVZ
+133.3%
-94.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.3% | +0.8% |
| 7D | +1.0% | +1.2% | -0.2% | +0.6% |
| 30D | +10.8% | +1.8% | +9.1% | +10.2% |
| 3M | +19.5% | +15.7% | +3.7% | +14.3% |
| 6M | +21.6% | +36.3% | -14.7% | +9.9% |
| YTD | +55.8% | +24.9% | +30.9% | +43.9% |
| 1Y | +54.6% | +48.9% | +5.7% | +33.3% |
| All | +39.4% | +133.3% | -94.0% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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