+254.2%
XOM vs IBB
+20.0%
+234.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -2.4% | -1.7% | -0.7% | -2.1% |
| 30D | +5.7% | +4.9% | +0.8% | +4.8% |
| 3M | +6.6% | +24.2% | -17.7% | +2.9% |
| 6M | +7.7% | +23.8% | -16.2% | +3.7% |
| YTD | +36.2% | +23.0% | +13.2% | +31.2% |
| 1Y | +50.5% | +46.2% | +4.3% | +39.1% |
| 3Y | +53.4% | +64.8% | -11.5% | +36.4% |
| 5Y | +254.2% | +20.9% | +233.3% | +203.4% |
| All | +254.2% | +20.0% | +234.2% | +203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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