+159.6%
USO vs XOP
+94.3%
+65.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -1.0% |
| 7D | -1.9% | +6.3% | -8.3% | -6.3% |
| 30D | -5.2% | -6.6% | +1.4% | -0.3% |
| 3M | +16.4% | +3.6% | +12.9% | +13.8% |
| 6M | +2.5% | +10.8% | -8.3% | -4.0% |
| YTD | +110.5% | +48.3% | +62.2% | +64.1% |
| 1Y | +108.4% | +42.9% | +65.5% | +66.4% |
| 3Y | +99.6% | +43.3% | +56.3% | +57.1% |
| All | +159.6% | +94.3% | +65.3% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling