+66.7%
IBIT vs XOP
+54.7%
+12.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -2.4% |
| 7D | +1.4% | +0.6% | +0.8% | +1.2% |
| 30D | +20.6% | +16.5% | +4.1% | +14.9% |
| 3M | +23.7% | +15.7% | +8.0% | +17.6% |
| 6M | +15.0% | +19.2% | -4.2% | +6.3% |
| YTD | -10.6% | +55.0% | -65.5% | -26.4% |
| 1Y | -30.3% | +54.2% | -84.5% | -42.8% |
| All | +66.7% | +54.7% | +12.0% | +40.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling