+112.2%
USO vs XOP
+53.5%
+58.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | +9.1% | +2.6% | +6.5% | +6.0% |
| 30D | +21.7% | +9.6% | +12.1% | +9.8% |
| 3M | +20.2% | +20.4% | -0.1% | -1.9% |
| 6M | +43.4% | +19.9% | +23.5% | +20.4% |
| YTD | +124.0% | +56.4% | +67.6% | +52.9% |
| 1Y | +112.2% | +52.4% | +59.7% | +47.6% |
| All | +112.2% | +53.5% | +58.7% | +47.6% |
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