+42.6%
XOP vs URI
+1,313.6%
-1,271.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.9% | -6.7% | -3.2% |
| 7D | -10.0% | -4.0% | -6.0% | -8.3% |
| 30D | -9.1% | +6.8% | -15.9% | -12.5% |
| 3M | +5.1% | -2.8% | +7.9% | +5.3% |
| 6M | +6.4% | +20.9% | -14.5% | -6.3% |
| YTD | +39.7% | +40.2% | -0.5% | +8.7% |
| 1Y | +37.2% | +34.1% | +3.2% | +9.1% |
| 3Y | +37.6% | +164.1% | -126.5% | -31.2% |
| 5Y | +76.5% | +199.3% | -122.8% | -23.0% |
| 10Y | +42.6% | +1,218.8% | -1,176.2% | -77.9% |
| All | +42.6% | +1,313.6% | -1,271.0% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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