+52.4%
XOP vs SPXU
-36.3%
+88.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.4% |
| 7D | +2.6% | +2.5% | +0.1% | +2.3% |
| 30D | +9.6% | +4.2% | +5.4% | +9.1% |
| 3M | +20.4% | -9.3% | +29.6% | +21.3% |
| 6M | +19.9% | -30.7% | +50.6% | +23.8% |
| YTD | +56.4% | -28.1% | +84.5% | +62.4% |
| 1Y | +52.4% | -35.2% | +87.7% | +59.3% |
| All | +52.4% | -36.3% | +88.7% | +59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling