+45.3%
XOP vs VICR
+76.0%
-30.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -11.1% | +4.8% | -6.8% |
| 7D | -10.5% | -26.6% | +16.1% | -11.7% |
| 30D | -4.3% | -47.9% | +43.6% | -7.0% |
| 3M | +4.7% | -29.8% | +34.4% | +3.7% |
| 6M | -0.1% | -36.6% | +36.6% | -0.3% |
| YTD | +43.8% | +45.1% | -1.3% | +45.7% |
| 1Y | +45.3% | +80.0% | -34.8% | +46.0% |
| All | +45.3% | +76.0% | -30.7% | +46.0% |
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