+279.5%
UNP vs XOP
+58.4%
+221.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.3% |
| 7D | -1.2% | +1.6% | -2.8% | -1.6% |
| 30D | -2.0% | +9.6% | -11.6% | -4.6% |
| 3M | +7.5% | +16.9% | -9.4% | +2.5% |
| 6M | +15.3% | +24.0% | -8.7% | +7.3% |
| YTD | +25.4% | +56.2% | -30.8% | +8.7% |
| 1Y | +35.6% | +51.8% | -16.2% | +18.2% |
| 3Y | +44.1% | +37.0% | +7.2% | +27.4% |
| 5Y | +54.0% | +163.4% | -109.4% | +6.8% |
| All | +279.5% | +58.4% | +221.0% | +155.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling