+47.6%
XOP vs VICR
+272.1%
-224.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.5% | -6.3% | -0.6% |
| 7D | +2.6% | +0.4% | +2.1% | +2.6% |
| 30D | +15.4% | -13.9% | +29.4% | +14.9% |
| 3M | +12.1% | -38.4% | +50.5% | +10.7% |
| 6M | +19.7% | -7.2% | +26.9% | +20.6% |
| YTD | +52.4% | +72.0% | -19.6% | +49.4% |
| 1Y | +47.6% | +263.3% | -215.7% | +36.9% |
| All | +47.6% | +272.1% | -224.6% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling