+82.5%
XOP vs VRSN
+1,458.6%
-1,376.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +15.4% | -0.2% | +15.6% | +15.2% |
| 3M | +12.1% | -0.3% | +12.4% | +11.1% |
| 6M | +19.7% | +23.0% | -3.3% | +6.1% |
| YTD | +52.4% | +21.3% | +31.1% | +34.9% |
| 1Y | +47.6% | +6.7% | +40.8% | +38.8% |
| 3Y | +34.4% | +45.0% | -10.6% | +4.9% |
| 5Y | +154.4% | +35.0% | +119.4% | +100.2% |
| 10Y | +54.7% | +276.3% | -221.7% | -33.4% |
| All | +82.5% | +1,458.6% | -1,376.1% | -66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling