+49.9%
XLE vs USAR
-49.3%
+99.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.9% | +1.1% | -4.8% |
| 7D | -7.2% | -21.8% | +14.6% | -7.7% |
| 30D | +0.1% | -39.9% | +40.0% | -0.7% |
| 3M | +9.2% | -52.5% | +61.7% | +8.0% |
| 6M | +8.4% | -67.9% | +76.3% | +7.4% |
| YTD | +44.9% | -31.1% | +76.0% | +40.4% |
| 1Y | +49.9% | -49.8% | +99.7% | +46.3% |
| All | +49.9% | -49.3% | +99.1% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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