+52.4%
XOP vs VIVK
-100.0%
+152.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.4% | +7.5% | +0.2% |
| 7D | +2.6% | -4.4% | +7.0% | +2.7% |
| 30D | +9.6% | -40.8% | +50.4% | +9.9% |
| 3M | +20.4% | -94.1% | +114.5% | +21.1% |
| 6M | +19.9% | -98.2% | +118.1% | +20.5% |
| YTD | +56.4% | -98.0% | +154.4% | +56.3% |
| 1Y | +52.4% | -100.0% | +152.4% | +49.5% |
| All | +52.4% | -100.0% | +152.4% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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