-12.3%
XOP price history and return analytics
+360.7%
-373.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.5% | +1.1% |
| 7D | +0.5% | -0.7% | +1.2% | +1.2% |
| 30D | -7.3% | -1.7% | -5.5% | -5.6% |
| 3M | +1.4% | -2.3% | +3.7% | +3.6% |
| 6M | +7.8% | +1.5% | +6.2% | +3.1% |
| YTD | +44.5% | +12.0% | +32.5% | +18.4% |
| 1Y | +37.0% | +12.9% | +24.2% | +11.0% |
| 3Y | +40.8% | +74.9% | -34.2% | -37.9% |
| 5Y | +88.7% | +59.9% | +28.7% | -6.4% |
| 10Y | +49.9% | +224.6% | -174.8% | -69.2% |
| All | -12.3% | +360.7% | -373.0% | -89.2% |
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