+82.5%
XOP vs BIIB
+384.5%
-302.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | +2.6% | +1.1% | +1.5% | +2.3% |
| 30D | +15.4% | +6.9% | +8.6% | +13.4% |
| 3M | +12.1% | +12.4% | -0.4% | +8.2% |
| 6M | +19.7% | +16.3% | +3.4% | +14.0% |
| YTD | +52.4% | +25.5% | +26.9% | +41.9% |
| 1Y | +47.6% | +57.8% | -10.2% | +29.1% |
| 3Y | +34.4% | -17.3% | +51.7% | +36.5% |
| 5Y | +154.4% | -33.8% | +188.2% | +166.3% |
| 10Y | +54.7% | -29.6% | +84.3% | +36.9% |
| All | +82.5% | +384.5% | -302.0% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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