+102.2%
USO vs XLRE
+14.1%
+88.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.3% | -11.4% | -5.3% |
| 7D | -12.7% | +7.1% | -19.8% | -7.6% |
| 30D | +1.0% | +10.9% | -10.0% | +9.9% |
| 3M | +25.6% | +0.7% | +24.9% | +26.5% |
| 6M | -1.5% | +4.1% | -5.6% | +2.7% |
| YTD | +110.3% | +14.5% | +95.7% | +111.2% |
| 1Y | +102.2% | +14.1% | +88.1% | +103.5% |
| All | +102.2% | +14.1% | +88.0% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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