+19.9%
XBI vs USO
+213.6%
-193.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.5% |
| 7D | -4.6% | +9.1% | -13.8% | -4.3% |
| 30D | -2.0% | +21.7% | -23.7% | -1.1% |
| 3M | +17.8% | +20.2% | -2.4% | +19.0% |
| 6M | +23.7% | +43.4% | -19.6% | +25.0% |
| YTD | +28.2% | +124.0% | -95.7% | +28.8% |
| 1Y | +64.0% | +112.2% | -48.2% | +64.8% |
| 3Y | +99.4% | +97.7% | +1.7% | +99.9% |
| All | +19.9% | +213.6% | -193.6% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 USO 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