+1,073.3%
XBI vs XOP
+87.1%
+986.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.1% | -1.8% |
| 7D | -3.6% | +1.0% | -4.6% | -3.9% |
| 30D | +0.9% | +10.8% | -10.0% | -2.6% |
| 3M | +21.4% | +19.5% | +2.0% | +13.9% |
| 6M | +25.5% | +21.6% | +3.9% | +15.8% |
| YTD | +30.8% | +55.8% | -25.0% | +10.6% |
| 1Y | +68.6% | +54.6% | +13.9% | +42.4% |
| 3Y | +103.9% | +36.6% | +67.3% | +76.5% |
| 5Y | +20.8% | +160.6% | -139.9% | -19.8% |
| 10Y | +164.0% | +56.2% | +107.7% | +84.5% |
| All | +1,073.3% | +87.1% | +986.2% | +515.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling