+49.9%
XLE vs UUUU
-55.1%
+105.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.9% | -4.8% |
| 7D | -7.2% | -14.4% | +7.2% | -7.5% |
| 30D | +0.1% | -33.6% | +33.8% | -0.5% |
| 3M | +9.2% | -44.2% | +53.4% | +8.3% |
| 6M | +8.4% | -66.8% | +75.2% | +8.0% |
| YTD | +44.9% | -50.6% | +95.5% | +41.7% |
| 1Y | +49.9% | -57.8% | +107.6% | +47.0% |
| All | +49.9% | -55.1% | +105.0% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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