+82.5%
XOP vs UTHR
+1,830.7%
-1,748.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +2.6% | -5.4% | +8.0% | +4.1% |
| 30D | +15.4% | -6.0% | +21.5% | +17.3% |
| 3M | +12.1% | -11.0% | +23.0% | +15.4% |
| 6M | +19.7% | -0.5% | +20.2% | +18.3% |
| YTD | +52.4% | +0.1% | +52.3% | +49.6% |
| 1Y | +47.6% | +28.2% | +19.4% | +34.2% |
| 3Y | +34.4% | +113.8% | -79.5% | -0.3% |
| 5Y | +154.4% | +131.3% | +23.1% | +79.5% |
| 10Y | +54.7% | +296.7% | -242.0% | -13.4% |
| All | +82.5% | +1,830.7% | -1,748.2% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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