+52.6%
XOM vs USHY
+1.9%
+50.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.7% | -5.3% | -3.0% |
| 7D | -7.0% | -0.2% | -6.8% | -7.4% |
| 30D | +3.2% | +0.7% | +2.5% | +5.1% |
| 3M | +10.7% | -2.2% | +12.9% | +4.8% |
| 6M | +11.6% | -0.9% | +12.5% | +9.4% |
| YTD | +43.5% | +0.2% | +43.3% | +42.8% |
| 1Y | +52.6% | +1.7% | +50.9% | +51.7% |
| All | +52.6% | +1.9% | +50.7% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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