+39.2%
XOP vs VIK
+221.3%
-182.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.4% |
| 7D | +1.6% | -1.8% | +3.5% | +1.8% |
| 30D | +9.6% | -17.3% | +26.9% | +11.6% |
| 3M | +16.9% | -5.1% | +22.0% | +16.8% |
| 6M | +24.0% | +16.2% | +7.8% | +18.1% |
| YTD | +56.2% | +17.6% | +38.6% | +46.9% |
| 1Y | +51.8% | +33.5% | +18.3% | +36.4% |
| All | +39.2% | +221.3% | -182.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling