+10.1%
UNH vs XOP
+53.5%
-43.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | +2.6% | -7.2% | -4.7% |
| 30D | -6.5% | +9.6% | -16.1% | -7.2% |
| 3M | -6.0% | +20.4% | -26.3% | -7.7% |
| 6M | +33.7% | +19.9% | +13.8% | +29.9% |
| YTD | +16.4% | +56.4% | -40.0% | +8.1% |
| 1Y | +10.1% | +52.4% | -42.4% | +2.8% |
| All | +10.1% | +53.5% | -43.4% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling