+39.4%
XOP vs VIK
+225.1%
-185.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | 0.0% |
| 7D | +2.6% | -0.9% | +3.6% | +2.7% |
| 30D | +9.6% | -18.4% | +28.0% | +11.7% |
| 3M | +20.4% | -8.8% | +29.1% | +20.9% |
| 6M | +19.9% | +17.1% | +2.8% | +14.1% |
| YTD | +56.4% | +19.0% | +37.4% | +46.9% |
| 1Y | +52.4% | +30.1% | +22.3% | +38.6% |
| All | +39.4% | +225.1% | -185.7% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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