+19.9%
XBI vs XOP
+158.8%
-138.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | +2.6% | -7.3% | -5.2% |
| 30D | -2.0% | +9.6% | -11.6% | -4.1% |
| 3M | +17.8% | +20.4% | -2.6% | +12.4% |
| 6M | +23.7% | +19.9% | +3.8% | +17.0% |
| YTD | +28.2% | +56.4% | -28.2% | +11.9% |
| 1Y | +64.0% | +52.4% | +11.5% | +43.8% |
| 3Y | +99.4% | +39.9% | +59.5% | +75.6% |
| All | +19.9% | +158.8% | -138.9% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling