+38.9%
XOP vs VIK
+225.3%
-186.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.9% |
| 7D | +1.0% | -0.8% | +1.8% | +1.0% |
| 30D | +10.8% | -18.0% | +28.9% | +13.0% |
| 3M | +19.5% | -5.8% | +25.3% | +19.4% |
| 6M | +21.6% | +17.2% | +4.4% | +15.7% |
| YTD | +55.8% | +19.1% | +36.7% | +46.3% |
| 1Y | +54.6% | +33.6% | +21.0% | +39.4% |
| All | +38.9% | +225.3% | -186.5% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling