-73.5%
USO vs XOP
+82.9%
-156.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.8% | +0.4% |
| 7D | +9.5% | +2.6% | +6.9% | +7.8% |
| 30D | +23.6% | +15.4% | +8.1% | +13.5% |
| 3M | +3.8% | +12.1% | -8.2% | -2.4% |
| 6M | +55.0% | +19.7% | +35.4% | +41.6% |
| YTD | +105.3% | +52.4% | +52.9% | +62.6% |
| 1Y | +91.4% | +47.6% | +43.8% | +54.5% |
| 3Y | +84.6% | +34.4% | +50.2% | +55.8% |
| 5Y | +191.7% | +154.4% | +37.3% | +64.9% |
| 10Y | +73.3% | +54.7% | +18.6% | +13.8% |
| All | -73.5% | +82.9% | -156.5% | -86.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling