-37.8%
U vs XOP
+371.8%
-409.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | +4.4% | +1.0% | +3.4% | +4.1% |
| 30D | -1.3% | +10.8% | -12.1% | -4.5% |
| 3M | +49.6% | +19.5% | +30.1% | +40.2% |
| 6M | +100.2% | +21.6% | +78.6% | +84.7% |
| YTD | -3.7% | +55.8% | -59.5% | -19.6% |
| 1Y | -6.5% | +54.6% | -61.2% | -22.1% |
| 3Y | +12.9% | +36.6% | -23.7% | -2.9% |
| 5Y | -68.3% | +160.6% | -228.9% | -75.0% |
| All | -37.8% | +371.8% | -409.5% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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