+67.8%
XBI vs SLB
+60.6%
+7.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.5% |
| 7D | -4.6% | -2.4% | -2.2% | -4.5% |
| 30D | -0.8% | +4.9% | -5.7% | -1.1% |
| 3M | +21.8% | +1.4% | +20.4% | +22.2% |
| 6M | +23.2% | +17.6% | +5.5% | +20.9% |
| YTD | +28.7% | +48.3% | -19.6% | +26.9% |
| 1Y | +67.8% | +58.7% | +9.1% | +65.6% |
| All | +67.8% | +60.6% | +7.1% | +65.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling