-29.9%
BITO vs XOP
+49.8%
-79.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.6% | -2.4% |
| 7D | +2.9% | +2.6% | +0.3% | +2.6% |
| 30D | +22.6% | +15.4% | +7.1% | +21.1% |
| 3M | +24.7% | +12.1% | +12.6% | +23.5% |
| 6M | +7.5% | +19.7% | -12.2% | +1.6% |
| YTD | -10.8% | +52.4% | -63.2% | -23.0% |
| 1Y | -29.9% | +47.6% | -77.5% | -39.1% |
| All | -29.9% | +49.8% | -79.7% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 1y: compounded portfolio wealth divided by compounded XOP 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…
1y analysis · Full analysis span regression · 6 months rolling