+82.5%
XOP vs URI
+3,574.3%
-3,491.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -1.5% |
| 7D | +2.6% | -2.0% | +4.5% | +3.3% |
| 30D | +15.4% | -12.9% | +28.4% | +21.9% |
| 3M | +12.1% | -6.7% | +18.8% | +13.9% |
| 6M | +19.7% | +19.0% | +0.7% | +7.1% |
| YTD | +52.4% | +25.5% | +26.9% | +31.8% |
| 1Y | +47.6% | +5.5% | +42.0% | +36.6% |
| 3Y | +34.4% | +111.3% | -76.9% | -11.4% |
| 5Y | +154.4% | +198.6% | -44.2% | +40.3% |
| 10Y | +54.7% | +1,179.9% | -1,125.2% | -54.0% |
| All | +82.5% | +3,574.3% | -3,491.8% | -78.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling