+85.6%
XOP vs VIAV
+220.1%
-134.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.2% | -9.5% | -1.9% |
| 7D | +0.6% | +11.3% | -10.7% | -3.0% |
| 30D | +16.5% | -1.0% | +17.5% | +15.4% |
| 3M | +15.7% | -20.5% | +36.2% | +20.2% |
| 6M | +19.2% | +39.0% | -19.8% | -1.8% |
| YTD | +55.0% | +117.5% | -62.5% | +5.9% |
| 1Y | +54.2% | +233.8% | -179.6% | -11.4% |
| 3Y | +35.9% | +295.4% | -259.5% | -30.3% |
| 5Y | +162.4% | +134.3% | +28.1% | +58.8% |
| 10Y | +50.2% | +398.7% | -348.6% | -32.8% |
| All | +85.6% | +220.1% | -134.5% | -46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling