+1,075.5%
UNH vs XOP
+86.0%
+989.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.7% | +0.5% |
| 7D | +1.1% | +0.6% | +0.5% | +1.0% |
| 30D | -1.5% | +16.5% | -18.1% | -5.4% |
| 3M | -0.8% | +15.7% | -16.6% | -4.8% |
| 6M | +41.8% | +19.2% | +22.6% | +34.6% |
| YTD | +23.1% | +55.0% | -31.9% | +9.0% |
| 1Y | +28.5% | +54.2% | -25.7% | +13.7% |
| 3Y | -11.8% | +35.9% | -47.6% | -21.2% |
| 5Y | +5.3% | +162.4% | -157.1% | -24.9% |
| 10Y | +247.4% | +50.2% | +197.3% | +154.7% |
| All | +1,075.5% | +86.0% | +989.5% | +521.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling