+255.6%
XOM vs UUUU
+88.5%
+167.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +1.1% |
| 7D | +1.9% | -5.0% | +6.9% | +2.3% |
| 30D | +4.1% | -7.8% | +11.8% | +4.5% |
| 3M | +10.4% | -0.4% | +10.8% | +9.7% |
| 6M | +13.0% | -32.9% | +45.9% | +15.2% |
| YTD | +40.1% | -6.3% | +46.3% | +35.9% |
| 1Y | +51.1% | +7.9% | +43.2% | +41.2% |
| 3Y | +57.7% | +85.2% | -27.5% | +30.1% |
| All | +255.6% | +88.5% | +167.1% | +181.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling