+52.3%
XOM vs UUUU
+3.5%
+48.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.4% | +0.4% |
| 7D | +4.1% | -10.5% | +14.6% | +3.8% |
| 30D | +4.6% | -10.5% | +15.1% | +4.4% |
| 3M | +14.0% | -14.1% | +28.1% | +13.8% |
| 6M | +11.0% | -35.5% | +46.4% | +11.0% |
| YTD | +40.7% | -10.9% | +51.6% | +39.7% |
| 1Y | +52.3% | +3.4% | +49.0% | +52.8% |
| All | +52.3% | +3.5% | +48.8% | +52.8% |
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