+51.7%
XOP vs SPXU
-99.5%
+151.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +1.4% |
| 7D | +6.3% | -7.6% | +13.9% | +3.3% |
| 30D | -6.6% | +5.3% | -11.9% | -4.3% |
| 3M | +3.6% | +9.6% | -6.1% | +7.9% |
| 6M | +10.8% | -4.5% | +15.3% | +9.4% |
| YTD | +48.3% | -25.9% | +74.1% | +32.4% |
| 1Y | +42.9% | -28.9% | +71.8% | +25.7% |
| 3Y | +43.3% | -80.5% | +123.8% | -18.4% |
| 5Y | +94.0% | -83.4% | +177.3% | +25.2% |
| All | +51.7% | -99.5% | +151.1% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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