+1,857.1%
UNP vs XOP
+82.9%
+1,774.1%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -5.3% | +2.6% | -7.9% | -6.3% |
| 30D | -1.5% | +15.4% | -17.0% | -6.6% |
| 3M | +10.3% | +12.1% | -1.8% | +5.3% |
| 6M | +9.7% | +19.7% | -10.0% | +1.4% |
| YTD | +27.1% | +52.4% | -25.3% | +7.5% |
| 1Y | +32.6% | +47.6% | -15.0% | +13.0% |
| 3Y | +40.0% | +34.4% | +5.6% | +20.8% |
| 5Y | +50.8% | +154.4% | -103.5% | -3.1% |
| 10Y | +278.6% | +54.7% | +223.9% | +151.0% |
| All | +1,857.1% | +82.9% | +1,774.1% | +875.1% |
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 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