+48.2%
XOP vs SUI
+115.7%
-67.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.2% |
| 7D | -14.7% | +6.2% | -20.9% | -16.3% |
| 30D | -7.7% | +8.6% | -16.3% | -10.1% |
| 3M | +4.4% | +1.0% | +3.4% | +3.7% |
| 6M | +3.5% | -2.6% | +6.1% | +3.7% |
| YTD | +39.4% | -0.1% | +39.5% | +38.1% |
| 1Y | +39.8% | +0.5% | +39.3% | +38.2% |
| 3Y | +29.7% | +15.3% | +14.4% | +20.5% |
| 5Y | +78.6% | -26.1% | +104.7% | +89.3% |
| All | +48.2% | +115.7% | -67.5% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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