+1,064.6%
UNH vs XOP
+82.9%
+981.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +1.1% | +2.6% | -1.5% | +0.4% |
| 30D | -3.8% | +15.4% | -19.2% | -7.3% |
| 3M | +0.7% | +12.1% | -11.3% | -2.5% |
| 6M | +37.9% | +19.7% | +18.2% | +30.7% |
| YTD | +21.9% | +52.4% | -30.5% | +8.4% |
| 1Y | +31.4% | +47.6% | -16.2% | +17.5% |
| 3Y | -11.4% | +34.4% | -45.8% | -20.7% |
| 5Y | +2.5% | +154.4% | -151.9% | -26.3% |
| 10Y | +242.9% | +54.7% | +188.2% | +148.4% |
| All | +1,064.6% | +82.9% | +981.7% | +517.9% |
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 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