+910.3%
XBI vs OXY
+135.9%
+774.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -4.6% | +1.4% | -6.0% | -4.9% |
| 30D | -0.8% | +4.0% | -4.8% | -1.8% |
| 3M | +21.8% | +7.6% | +14.2% | +19.1% |
| 6M | +23.2% | +16.2% | +7.0% | +17.0% |
| YTD | +28.7% | +50.8% | -22.1% | +14.1% |
| 1Y | +67.8% | +34.7% | +33.1% | +52.4% |
| 3Y | +100.6% | -1.0% | +101.7% | +93.5% |
| 5Y | +19.8% | +163.2% | -143.4% | -15.0% |
| 10Y | +159.7% | +5.5% | +154.2% | +103.0% |
| All | +910.3% | +135.9% | +774.3% | +473.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling