+43.3%
XOP vs VSH
+31.2%
+12.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.1% | +1.5% |
| 7D | +6.3% | +14.3% | -8.0% | +4.3% |
| 30D | -6.6% | -7.9% | +1.3% | -6.2% |
| 3M | +3.6% | -19.9% | +23.4% | +5.5% |
| 6M | +10.8% | -30.5% | +41.3% | +10.9% |
| YTD | +48.3% | +85.7% | -37.4% | +13.8% |
| 1Y | +42.9% | +98.9% | -56.0% | +7.2% |
| 3Y | +43.3% | +32.1% | +11.2% | +11.4% |
| All | +43.3% | +31.2% | +12.1% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling