+163.4%
XOP vs USHY
+20.9%
+142.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.0% |
| 7D | +1.6% | -0.7% | +2.4% | +2.8% |
| 30D | +9.6% | -0.5% | +10.1% | +10.4% |
| 3M | +16.9% | +0.5% | +16.4% | +15.8% |
| 6M | +24.0% | +1.5% | +22.5% | +20.4% |
| YTD | +56.2% | +1.7% | +54.5% | +50.9% |
| 1Y | +51.8% | +3.5% | +48.2% | +42.5% |
| 3Y | +37.0% | +27.2% | +9.8% | -4.4% |
| 5Y | +163.4% | +21.0% | +142.4% | +127.6% |
| All | +163.4% | +20.9% | +142.5% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 5y: compounded portfolio wealth divided by compounded USHY 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…
5y analysis · Full analysis span regression · 6 months rolling