+73.1%
XOP vs VO
+583.7%
-510.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.4% | +1.0% |
| 7D | +0.5% | +0.2% | +0.3% | +0.1% |
| 30D | -7.3% | +2.0% | -9.3% | -10.0% |
| 3M | +1.4% | -0.3% | +1.7% | +1.1% |
| 6M | +7.8% | +7.3% | +0.5% | -3.1% |
| YTD | +44.5% | +15.0% | +29.5% | +17.3% |
| 1Y | +37.0% | +14.7% | +22.3% | +11.4% |
| 3Y | +40.8% | +67.3% | -26.5% | -30.5% |
| 5Y | +88.7% | +38.8% | +49.8% | +17.2% |
| 10Y | +49.9% | +201.6% | -151.7% | -64.1% |
| All | +73.1% | +583.7% | -510.6% | -84.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling