+46.3%
XOP vs UEC
+0.2%
+46.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.3% |
| 7D | +6.3% | -3.8% | +10.1% | +6.8% |
| 30D | -6.6% | -13.5% | +6.9% | -4.7% |
| 3M | +3.6% | -40.5% | +44.0% | +11.6% |
| 6M | +10.8% | -56.7% | +67.4% | +23.7% |
| YTD | +48.3% | -43.0% | +91.2% | +53.9% |
| 1Y | +42.9% | -42.5% | +85.5% | +47.1% |
| 3Y | +43.3% | +11.6% | +31.7% | +20.8% |
| 5Y | +94.0% | +21.8% | +72.2% | +49.1% |
| 10Y | +53.7% | +623.9% | -570.2% | -27.4% |
| All | +46.3% | +0.2% | +46.2% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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