+55.0%
XOP price history and return analytics
+229.8%
-174.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.0% |
| 7D | +2.6% | -1.1% | +3.7% | +4.0% |
| 30D | +9.6% | -1.0% | +10.6% | +10.8% |
| 3M | +20.4% | +3.2% | +17.2% | +14.6% |
| 6M | +19.9% | +12.5% | +7.4% | -0.6% |
| YTD | +56.4% | +14.1% | +42.3% | +26.7% |
| 1Y | +52.4% | +18.9% | +33.5% | +16.4% |
| 3Y | +39.9% | +74.1% | -34.2% | -38.1% |
| 5Y | +163.7% | +66.9% | +96.9% | +24.3% |
| All | +55.0% | +229.8% | -174.8% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling