+53.1%
XOP vs FBTC
+65.3%
-12.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.6% |
| 7D | +2.6% | +2.9% | -0.4% | +2.2% |
| 30D | +15.4% | +23.0% | -7.6% | +12.8% |
| 3M | +12.1% | +25.6% | -13.5% | +9.1% |
| 6M | +19.7% | +9.0% | +10.7% | +18.0% |
| YTD | +52.4% | -8.9% | +61.3% | +53.3% |
| 1Y | +47.6% | -27.5% | +75.1% | +52.7% |
| All | +53.1% | +65.3% | -12.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 FBTC 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