-15.2%
XOP price history and return analytics
+357.6%
-372.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -3.2% |
| 7D | -10.0% | +0.4% | -10.4% | -10.8% |
| 30D | -9.1% | -2.6% | -6.5% | -6.4% |
| 3M | +5.1% | -3.2% | +8.3% | +8.7% |
| 6M | +6.4% | +0.9% | +5.4% | +2.6% |
| YTD | +39.7% | +11.3% | +28.4% | +15.5% |
| 1Y | +37.2% | +14.0% | +23.2% | +9.6% |
| 3Y | +37.6% | +75.8% | -38.2% | -39.7% |
| 5Y | +76.5% | +57.8% | +18.7% | -10.8% |
| 10Y | +42.6% | +219.8% | -177.2% | -70.1% |
| All | -15.2% | +357.6% | -372.8% | -89.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling