+60.5%
XOM vs BITO
+149.6%
-89.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.1% | -3.4% | +7.5% | +4.1% |
| 30D | +4.6% | +21.4% | -16.8% | +4.3% |
| 3M | +14.0% | +20.5% | -6.5% | +13.6% |
| 6M | +11.0% | +7.4% | +3.6% | +10.8% |
| YTD | +40.7% | -13.9% | +54.6% | +41.4% |
| 1Y | +52.3% | -35.1% | +87.4% | +54.2% |
| 3Y | +60.5% | +156.8% | -96.4% | +58.4% |
| All | +60.5% | +149.6% | -89.2% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 3y: compounded portfolio wealth divided by compounded BITO 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…
3y analysis · Full analysis span regression · 6 months rolling