+50.0%
UNP vs XOP
+156.8%
-106.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.8% |
| 7D | -0.7% | +0.6% | -1.4% | -0.9% |
| 30D | -1.1% | +16.5% | -17.7% | -4.6% |
| 3M | +7.9% | +15.7% | -7.9% | +4.1% |
| 6M | +14.6% | +19.2% | -4.6% | +9.2% |
| YTD | +26.6% | +55.0% | -28.4% | +12.6% |
| 1Y | +35.6% | +54.2% | -18.6% | +20.5% |
| 3Y | +45.5% | +35.9% | +9.6% | +31.2% |
| 5Y | +50.0% | +162.4% | -112.4% | +16.2% |
| All | +50.0% | +156.8% | -106.8% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling