+54.2%
XOP vs URI
+5.1%
+49.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.7% |
| 7D | +0.6% | +2.5% | -1.9% | +0.7% |
| 30D | +16.5% | -12.5% | +29.1% | +16.4% |
| 3M | +15.7% | -6.2% | +21.9% | +15.6% |
| 6M | +19.2% | +25.9% | -6.7% | +18.4% |
| YTD | +55.0% | +26.2% | +28.8% | +52.5% |
| 1Y | +54.2% | +5.5% | +48.7% | +51.8% |
| All | +54.2% | +5.1% | +49.0% | +51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling