+31.1%
USB vs XOP
+40.4%
-9.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.3% |
| 7D | +1.2% | +5.2% | -4.0% | +1.6% |
| 30D | +6.3% | -8.4% | +14.7% | +5.6% |
| 3M | -6.1% | +2.9% | -9.1% | -5.8% |
| 6M | +13.0% | +8.8% | +4.2% | +14.1% |
| YTD | +16.6% | +46.9% | -30.3% | +10.8% |
| 1Y | +31.1% | +41.5% | -10.4% | +26.4% |
| All | +31.1% | +40.4% | -9.3% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling