+19.9%
XBI vs OXY
+160.1%
-140.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -4.6% | +2.8% | -7.5% | -5.0% |
| 30D | -2.0% | +5.5% | -7.5% | -2.7% |
| 3M | +17.8% | +11.3% | +6.5% | +15.9% |
| 6M | +23.7% | +11.6% | +12.1% | +20.7% |
| YTD | +28.2% | +51.6% | -23.3% | +18.4% |
| 1Y | +64.0% | +36.2% | +27.8% | +53.9% |
| 3Y | +99.4% | +1.7% | +97.7% | +93.0% |
| All | +19.9% | +160.1% | -140.2% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 5y: compounded portfolio wealth divided by compounded OXY 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…
5y analysis · Full analysis span regression · 6 months rolling