+45.2%
UBER vs XOP
+35.8%
+9.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -2.9% |
| 7D | -7.0% | +1.0% | -8.0% | -7.2% |
| 30D | -8.9% | +10.8% | -19.8% | -10.9% |
| 3M | +1.0% | +19.5% | -18.5% | -3.1% |
| 6M | -3.7% | +21.6% | -25.3% | -9.3% |
| YTD | -13.0% | +55.8% | -68.8% | -24.7% |
| 1Y | -25.5% | +54.6% | -80.2% | -35.5% |
| All | +45.2% | +35.8% | +9.5% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling