+52.4%
XOP vs VRSN
+4.1%
+48.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | +9.6% | +3.8% | +5.8% | +9.5% |
| 3M | +20.4% | +5.0% | +15.4% | +20.5% |
| 6M | +19.9% | +24.9% | -5.0% | +21.2% |
| YTD | +56.4% | +21.6% | +34.8% | +57.1% |
| 1Y | +52.4% | +2.4% | +50.0% | +62.9% |
| All | +52.4% | +4.1% | +48.4% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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