+163.4%
XOP vs VIAV
+128.3%
+35.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.8% | +0.8% |
| 7D | +1.6% | +11.2% | -9.6% | +0.2% |
| 30D | +9.6% | -2.6% | +12.2% | +9.5% |
| 3M | +16.9% | -20.1% | +37.0% | +18.9% |
| 6M | +24.0% | +25.8% | -1.8% | +14.6% |
| YTD | +56.2% | +109.9% | -53.7% | +28.0% |
| 1Y | +51.8% | +214.3% | -162.5% | +11.8% |
| 3Y | +37.0% | +281.6% | -244.7% | -6.3% |
| 5Y | +163.4% | +132.6% | +30.8% | +107.5% |
| All | +163.4% | +128.3% | +35.1% | +107.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling