+45.3%
XOP vs VO
+16.3%
+29.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.2% | -6.2% |
| 7D | -10.5% | +1.0% | -11.5% | -10.3% |
| 30D | -4.3% | +2.6% | -7.0% | -3.8% |
| 3M | +4.7% | -0.3% | +5.0% | +4.6% |
| 6M | -0.1% | +7.6% | -7.7% | +1.2% |
| YTD | +43.8% | +14.7% | +29.1% | +44.3% |
| 1Y | +45.3% | +16.4% | +28.8% | +44.3% |
| All | +45.3% | +16.3% | +29.0% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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