+67.6%
UBER vs XOP
+85.7%
-18.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.5% |
| 7D | +1.6% | +6.3% | -4.7% | -0.6% |
| 30D | +0.6% | -6.6% | +7.2% | +2.5% |
| 3M | -8.2% | +3.6% | -11.7% | -10.1% |
| 6M | -6.7% | +10.8% | -17.5% | -11.3% |
| YTD | -14.7% | +48.3% | -63.0% | -28.5% |
| 1Y | -24.1% | +42.9% | -67.0% | -35.5% |
| 3Y | +33.4% | +43.3% | -9.9% | +10.8% |
| 5Y | +54.5% | +94.0% | -39.5% | +9.5% |
| All | +67.6% | +85.7% | -18.0% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling