+58.9%
XOP vs VEU
+174.2%
-115.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +6.3% | +2.1% | +4.3% | +3.7% |
| 30D | -6.6% | -0.9% | -5.7% | -6.1% |
| 3M | +3.6% | -5.4% | +8.9% | +9.4% |
| 6M | +10.8% | -1.8% | +12.5% | +10.0% |
| YTD | +48.3% | +10.9% | +37.3% | +23.3% |
| 1Y | +42.9% | +13.6% | +29.4% | +15.3% |
| 3Y | +43.3% | +69.3% | -26.0% | -30.1% |
| 5Y | +94.0% | +48.1% | +45.9% | +11.5% |
| 10Y | +53.7% | +148.0% | -94.3% | -48.0% |
| All | +58.9% | +174.2% | -115.2% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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