+155.1%
XOP vs SUI
-32.0%
+187.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | +2.6% | -2.8% | +5.4% | +3.3% |
| 30D | +15.4% | -1.2% | +16.6% | +15.7% |
| 3M | +12.1% | -1.7% | +13.8% | +12.3% |
| 6M | +19.7% | -10.5% | +30.2% | +22.7% |
| YTD | +52.4% | -1.8% | +54.2% | +52.1% |
| 1Y | +47.6% | -4.1% | +51.6% | +48.1% |
| 3Y | +34.4% | +11.3% | +23.1% | +26.8% |
| All | +155.1% | -32.0% | +187.1% | +170.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling