+176.5%
XLE vs UUUU
+377.1%
-200.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.6% | +5.1% | +2.0% |
| 7D | +4.4% | +1.4% | +3.0% | +4.1% |
| 30D | -4.3% | -27.9% | +23.7% | -0.6% |
| 3M | +6.0% | -53.8% | +59.9% | +15.9% |
| 6M | +13.2% | -68.1% | +81.3% | +28.5% |
| YTD | +46.7% | -54.1% | +100.8% | +53.8% |
| 1Y | +46.6% | -57.8% | +104.4% | +54.5% |
| 3Y | +69.6% | -15.4% | +85.0% | +48.1% |
| 5Y | +166.5% | -39.2% | +205.7% | +131.5% |
| All | +176.5% | +377.1% | -200.7% | +54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling