+45.3%
XOP vs USAR
-49.3%
+94.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.9% | -0.5% | -6.5% |
| 7D | -10.5% | -21.8% | +11.2% | -11.1% |
| 30D | -4.3% | -39.9% | +35.6% | -5.4% |
| 3M | +4.7% | -52.5% | +57.2% | +3.1% |
| 6M | -0.1% | -67.9% | +67.9% | -1.6% |
| YTD | +43.8% | -31.1% | +74.9% | +39.6% |
| 1Y | +45.3% | -49.8% | +95.1% | +42.7% |
| All | +45.3% | -49.3% | +94.6% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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