+213.1%
USO vs XEL
+29.8%
+183.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +9.1% | -0.3% | +9.4% | +9.1% |
| 30D | +21.7% | -3.9% | +25.6% | +21.6% |
| 3M | +20.2% | -2.8% | +23.0% | +20.2% |
| 6M | +43.4% | -5.4% | +48.8% | +43.3% |
| YTD | +124.0% | +3.8% | +120.2% | +123.2% |
| 1Y | +112.2% | +6.8% | +105.4% | +111.5% |
| 3Y | +97.7% | +45.6% | +52.1% | +94.1% |
| All | +213.1% | +29.8% | +183.2% | +204.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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