+939.6%
XBI vs USO
-71.6%
+1,011.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.1% |
| 7D | -4.6% | +9.1% | -13.8% | -5.9% |
| 30D | -2.0% | +21.7% | -23.7% | -4.8% |
| 3M | +17.8% | +20.2% | -2.4% | +14.0% |
| 6M | +23.7% | +43.4% | -19.6% | +14.7% |
| YTD | +28.2% | +124.0% | -95.7% | +9.8% |
| 1Y | +64.0% | +112.2% | -48.2% | +41.5% |
| 3Y | +99.4% | +97.7% | +1.7% | +71.1% |
| 5Y | +19.3% | +217.4% | -198.1% | -9.8% |
| 10Y | +158.7% | +82.8% | +75.9% | +105.4% |
| All | +939.6% | -71.6% | +1,011.3% | +910.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling