+55.0%
XOP vs UUUU
+465.5%
-410.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +1.0% |
| 7D | +2.6% | -10.5% | +13.1% | +4.6% |
| 30D | +9.6% | -10.5% | +20.1% | +11.3% |
| 3M | +20.4% | -14.1% | +34.5% | +22.1% |
| 6M | +19.9% | -35.5% | +55.4% | +25.3% |
| YTD | +56.4% | -10.9% | +67.3% | +49.1% |
| 1Y | +52.4% | +3.4% | +49.1% | +35.6% |
| 3Y | +39.9% | +73.1% | -33.2% | +1.6% |
| 5Y | +163.7% | +87.1% | +76.6% | +75.3% |
| All | +55.0% | +465.5% | -410.5% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling