+55.0%
XOP vs SPXU
-99.6%
+154.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.8% |
| 7D | +2.6% | +2.5% | +0.1% | +3.6% |
| 30D | +9.6% | +4.2% | +5.4% | +11.4% |
| 3M | +20.4% | -9.3% | +29.6% | +15.8% |
| 6M | +19.9% | -30.7% | +50.6% | +3.3% |
| YTD | +56.4% | -28.1% | +84.5% | +37.3% |
| 1Y | +52.4% | -35.2% | +87.7% | +29.1% |
| 3Y | +39.9% | -79.9% | +119.8% | -19.3% |
| 5Y | +163.7% | -86.4% | +250.1% | +55.2% |
| All | +55.0% | -99.6% | +154.6% | -68.4% |
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