+34.9%
XOP vs SUI
-1.1%
+36.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.4% |
| 7D | -14.7% | +6.2% | -20.9% | -14.1% |
| 30D | -7.7% | +8.6% | -16.3% | -6.8% |
| 3M | +4.4% | +1.0% | +3.4% | +5.1% |
| 6M | +3.5% | -2.6% | +6.1% | +4.6% |
| YTD | +39.4% | -0.1% | +39.5% | +36.8% |
| All | +34.9% | -1.1% | +36.0% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling