+92.7%
XOP vs VSH
+38.9%
+53.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.1% | +1.7% |
| 7D | +6.3% | +14.3% | -8.0% | +3.4% |
| 30D | -6.6% | -7.9% | +1.3% | -6.0% |
| 3M | +3.6% | -19.9% | +23.4% | +6.2% |
| 6M | +10.8% | -30.5% | +41.3% | +11.5% |
| YTD | +48.3% | +85.7% | -37.4% | +7.7% |
| 1Y | +42.9% | +98.9% | -56.0% | +1.1% |
| 3Y | +43.3% | +32.1% | +11.2% | +9.9% |
| All | +92.7% | +38.9% | +53.7% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling