+990.2%
IBKR vs XOP
+58.6%
+931.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.1% |
| 7D | -1.3% | +2.6% | -4.0% | -2.1% |
| 30D | -0.2% | +9.6% | -9.8% | -3.0% |
| 3M | +3.0% | +20.4% | -17.4% | -3.1% |
| 6M | +33.9% | +19.9% | +14.0% | +24.9% |
| YTD | +42.5% | +56.4% | -13.9% | +21.9% |
| 1Y | +44.9% | +52.4% | -7.6% | +24.7% |
| 3Y | +293.0% | +39.9% | +253.1% | +243.7% |
| 5Y | +497.7% | +163.7% | +333.9% | +320.9% |
| All | +990.2% | +58.6% | +931.6% | +661.9% |
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 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