+149.7%
XBI vs SLB
-4.6%
+154.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | -2.5% | -2.1% | -4.1% |
| 30D | -2.0% | +7.1% | -9.1% | -3.7% |
| 3M | +17.8% | +0.6% | +17.2% | +16.9% |
| 6M | +23.7% | +17.6% | +6.1% | +17.8% |
| YTD | +28.2% | +48.5% | -20.2% | +15.1% |
| 1Y | +64.0% | +59.4% | +4.6% | +44.1% |
| 3Y | +99.4% | -0.4% | +99.8% | +92.7% |
| 5Y | +19.3% | +133.8% | -114.4% | -11.9% |
| All | +149.7% | -4.6% | +154.3% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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