+156.8%
BITO vs XOP
+36.3%
+120.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -3.4% | +2.6% | -6.1% | -4.1% |
| 30D | +21.4% | +9.6% | +11.8% | +18.4% |
| 3M | +20.5% | +20.4% | +0.1% | +14.0% |
| 6M | +7.4% | +19.9% | -12.5% | +0.3% |
| YTD | -13.9% | +56.4% | -70.3% | -27.2% |
| 1Y | -35.1% | +52.4% | -87.5% | -44.8% |
| 3Y | +156.8% | +39.9% | +116.9% | +117.9% |
| All | +156.8% | +36.3% | +120.6% | +117.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling