+99.6%
USO vs XOP
+43.8%
+55.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -1.1% |
| 7D | -1.9% | +6.3% | -8.3% | -7.0% |
| 30D | -5.2% | -6.6% | +1.4% | +0.5% |
| 3M | +16.4% | +3.6% | +12.9% | +13.3% |
| 6M | +2.5% | +10.8% | -8.3% | -5.1% |
| YTD | +110.5% | +48.3% | +62.2% | +60.9% |
| 1Y | +108.4% | +42.9% | +65.5% | +63.3% |
| 3Y | +99.6% | +43.3% | +56.3% | +53.9% |
| All | +99.6% | +43.8% | +55.8% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling