+44.0%
XOP vs URI
+1,189.1%
-1,145.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +1.8% |
| 7D | -8.4% | -6.0% | -2.4% | -5.7% |
| 30D | -8.4% | +4.6% | -13.0% | -10.9% |
| 3M | +0.2% | -2.7% | +2.9% | +0.3% |
| 6M | +7.2% | +18.4% | -11.2% | -4.6% |
| YTD | +40.8% | +37.4% | +3.5% | +10.6% |
| 1Y | +36.3% | +30.4% | +5.9% | +9.9% |
| 3Y | +37.2% | +147.9% | -110.7% | -28.8% |
| 5Y | +86.6% | +202.1% | -115.4% | -19.3% |
| 10Y | +44.0% | +1,182.4% | -1,138.4% | -77.3% |
| All | +44.0% | +1,189.1% | -1,145.0% | -77.3% |
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