+149.7%
XBI vs XOP
+58.6%
+91.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | +2.6% | -7.3% | -5.3% |
| 30D | -2.0% | +9.6% | -11.6% | -4.5% |
| 3M | +17.8% | +20.4% | -2.6% | +11.4% |
| 6M | +23.7% | +19.9% | +3.8% | +16.0% |
| YTD | +28.2% | +56.4% | -28.2% | +10.7% |
| 1Y | +64.0% | +52.4% | +11.5% | +42.2% |
| 3Y | +99.4% | +39.9% | +59.5% | +74.7% |
| 5Y | +19.3% | +163.7% | -144.4% | -16.5% |
| All | +149.7% | +58.6% | +91.1% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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