+278.1%
UNP vs XOP
+58.0%
+220.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -1.7% | +1.0% | -2.7% | -2.0% |
| 30D | -2.1% | +10.8% | -13.0% | -5.0% |
| 3M | +5.4% | +19.5% | -14.0% | -0.1% |
| 6M | +13.4% | +21.6% | -8.2% | +6.1% |
| YTD | +25.0% | +55.8% | -30.9% | +8.4% |
| 1Y | +34.6% | +54.6% | -20.1% | +16.7% |
| 3Y | +43.6% | +36.6% | +7.0% | +27.0% |
| 5Y | +51.7% | +160.6% | -108.9% | +5.6% |
| All | +278.1% | +58.0% | +220.0% | +154.3% |
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