+58.9%
IBIT vs XOP
+39.5%
+19.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -2.4% | -10.0% | +7.7% | +0.3% |
| 30D | -9.1% | -9.1% | 0.0% | -7.1% |
| 3M | +15.0% | +5.1% | +9.9% | +11.9% |
| 6M | -6.9% | +6.4% | -13.3% | -10.4% |
| YTD | -14.8% | +39.7% | -54.5% | -28.3% |
| 1Y | -28.1% | +37.2% | -65.4% | -39.2% |
| All | +58.9% | +39.5% | +19.4% | +37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling