+73.1%
XOP vs UTHR
+2,258.6%
-2,185.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.3% |
| 7D | +0.5% | -2.1% | +2.6% | +1.0% |
| 30D | -7.3% | +8.3% | -15.6% | -9.4% |
| 3M | +1.4% | +15.5% | -14.2% | -3.2% |
| 6M | +7.8% | +4.5% | +3.2% | +5.5% |
| YTD | +44.5% | +22.2% | +22.3% | +33.5% |
| 1Y | +37.0% | +29.7% | +7.3% | +24.3% |
| 3Y | +40.8% | +167.3% | -126.5% | -2.3% |
| 5Y | +88.7% | +196.5% | -107.8% | +23.5% |
| 10Y | +49.9% | +369.0% | -319.2% | -20.2% |
| All | +73.1% | +2,258.6% | -2,185.5% | -49.5% |
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