+35.9%
XOP vs USAR
+73.6%
-37.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.7% |
| 7D | +0.6% | +2.3% | -1.7% | +0.6% |
| 30D | +16.5% | -8.6% | +25.2% | +16.5% |
| 3M | +15.7% | -20.5% | +36.2% | +15.6% |
| 6M | +19.2% | +1.2% | +18.0% | +19.4% |
| YTD | +55.0% | +48.4% | +6.5% | +55.4% |
| 1Y | +54.2% | +30.6% | +23.6% | +55.3% |
| 3Y | +35.9% | +73.6% | -37.8% | +43.5% |
| All | +35.9% | +73.6% | -37.8% | +43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling