+1,428.5%
IBKR vs XOP
+44.7%
+1,383.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.1% |
| 7D | -1.3% | +2.6% | -4.0% | -2.3% |
| 30D | -0.2% | +9.6% | -9.8% | -3.5% |
| 3M | +3.0% | +20.4% | -17.4% | -4.1% |
| 6M | +33.9% | +19.9% | +14.0% | +23.4% |
| YTD | +42.5% | +56.4% | -13.9% | +19.1% |
| 1Y | +44.9% | +52.4% | -7.6% | +21.9% |
| 3Y | +293.0% | +39.9% | +253.1% | +237.3% |
| 5Y | +497.7% | +163.7% | +333.9% | +292.7% |
| 10Y | +1,004.4% | +56.8% | +947.6% | +655.3% |
| All | +1,428.5% | +44.7% | +1,383.8% | +654.3% |
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