+55.0%
XOP vs VIAV
+419.4%
-364.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -0.8% |
| 7D | +2.6% | +11.2% | -8.5% | -0.4% |
| 30D | +9.6% | -10.1% | +19.7% | +11.9% |
| 3M | +20.4% | -22.9% | +43.2% | +25.7% |
| 6M | +19.9% | +28.8% | -8.9% | +2.6% |
| YTD | +56.4% | +117.5% | -61.1% | +8.1% |
| 1Y | +52.4% | +216.1% | -163.6% | -10.3% |
| 3Y | +39.9% | +292.2% | -252.3% | -28.6% |
| 5Y | +163.7% | +141.0% | +22.7% | +62.1% |
| All | +55.0% | +419.4% | -364.4% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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