+192.9%
XOM vs UUUU
+465.5%
-272.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.4% | +1.0% |
| 7D | +4.1% | -10.5% | +14.6% | +5.2% |
| 30D | +4.6% | -10.5% | +15.1% | +5.5% |
| 3M | +14.0% | -14.1% | +28.1% | +14.9% |
| 6M | +11.0% | -35.5% | +46.4% | +13.8% |
| YTD | +40.7% | -10.9% | +51.6% | +37.2% |
| 1Y | +52.3% | +3.4% | +49.0% | +43.0% |
| 3Y | +60.5% | +73.1% | -12.7% | +34.0% |
| 5Y | +266.4% | +87.1% | +179.3% | +188.0% |
| All | +192.9% | +465.5% | -272.6% | +75.4% |
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