+7.9%
XOM vs IBB
+23.7%
-15.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -2.0% |
| 7D | +1.8% | +1.4% | +0.3% | +2.3% |
| 30D | +5.9% | +10.5% | -4.6% | +10.8% |
| 3M | +5.6% | +23.6% | -18.1% | +18.5% |
| 6M | +7.9% | +22.6% | -14.8% | +21.4% |
| All | +7.9% | +23.7% | -15.8% | +21.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling