+228.4%
UNH vs XOP
+58.6%
+169.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | +2.6% | -7.2% | -5.0% |
| 30D | -6.5% | +9.6% | -16.1% | -8.0% |
| 3M | -6.0% | +20.4% | -26.3% | -9.1% |
| 6M | +33.7% | +19.9% | +13.8% | +29.0% |
| YTD | +16.4% | +56.4% | -40.0% | +7.1% |
| 1Y | +10.1% | +52.4% | -42.4% | +1.6% |
| 3Y | -16.3% | +39.9% | -56.2% | -22.7% |
| 5Y | +2.1% | +163.7% | -161.6% | -18.9% |
| All | +228.4% | +58.6% | +169.8% | +148.9% |
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