+200.7%
XOM vs URI
+166.6%
+34.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | -11.4% | -9.8% | -1.6% | -9.8% |
| 30D | +1.1% | +1.7% | -0.6% | +0.7% |
| 3M | +7.8% | -9.1% | +16.9% | +9.4% |
| 6M | +13.0% | +9.9% | +3.2% | +9.9% |
| YTD | +40.6% | +31.2% | +9.4% | +29.6% |
| 1Y | +49.1% | +25.9% | +23.1% | +38.6% |
| 3Y | +72.9% | +147.4% | -74.5% | +28.2% |
| All | +200.7% | +166.6% | +34.2% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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