+74.5%
UBER vs XOP
+95.6%
-21.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +2.0% |
| 7D | -4.5% | +1.6% | -6.1% | -5.1% |
| 30D | -7.6% | +9.6% | -17.2% | -10.7% |
| 3M | +5.8% | +16.9% | -11.2% | -0.6% |
| 6M | +0.3% | +24.0% | -23.8% | -8.8% |
| YTD | -11.2% | +56.2% | -67.4% | -26.4% |
| 1Y | -23.0% | +51.8% | -74.8% | -35.7% |
| 3Y | +53.6% | +37.0% | +16.6% | +30.5% |
| 5Y | +81.9% | +163.4% | -81.5% | +14.6% |
| All | +74.5% | +95.6% | -21.0% | +6.4% |
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