+102.2%
USO vs XOP
+45.9%
+56.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -6.4% | -1.7% | -0.6% |
| 7D | -12.7% | -10.5% | -2.2% | -0.5% |
| 30D | +1.0% | -4.3% | +5.3% | +6.0% |
| 3M | +25.6% | +4.7% | +20.9% | +18.4% |
| 6M | -1.5% | -0.1% | -1.4% | -1.6% |
| YTD | +110.3% | +43.8% | +66.4% | +56.5% |
| 1Y | +102.2% | +45.3% | +56.9% | +49.1% |
| All | +102.2% | +45.9% | +56.3% | +49.1% |
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 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