+64.6%
XOP vs UUUU
-91.9%
+156.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.6% | +1.6% |
| 7D | +0.6% | +2.8% | -2.2% | +0.3% |
| 30D | +16.5% | +3.4% | +13.1% | +15.8% |
| 3M | +15.7% | -3.9% | +19.6% | +15.2% |
| 6M | +19.2% | -23.2% | +42.4% | +20.3% |
| YTD | +55.0% | +0.6% | +54.4% | +48.9% |
| 1Y | +54.2% | +22.9% | +31.3% | +41.3% |
| 3Y | +35.9% | +98.6% | -62.8% | +11.6% |
| 5Y | +162.4% | +130.2% | +32.2% | +105.0% |
| 10Y | +50.2% | +519.5% | -469.3% | -4.6% |
| All | +64.6% | -91.9% | +156.5% | +12.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling