+91.2%
XOP vs SPXU
-100.0%
+191.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +1.5% |
| 7D | +6.3% | -7.6% | +13.9% | +2.9% |
| 30D | -6.6% | +5.3% | -11.9% | -4.1% |
| 3M | +3.6% | +9.6% | -6.1% | +8.3% |
| 6M | +10.8% | -4.5% | +15.3% | +9.1% |
| YTD | +48.3% | -25.9% | +74.1% | +30.6% |
| 1Y | +42.9% | -28.9% | +71.8% | +23.9% |
| 3Y | +43.3% | -80.5% | +123.8% | -22.6% |
| 5Y | +94.0% | -83.4% | +177.3% | +18.6% |
| 10Y | +53.7% | -99.5% | +153.2% | -70.7% |
| All | +91.2% | -100.0% | +191.2% | -91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling