+54.6%
XOP vs IBB
+44.4%
+10.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.4% |
| 7D | +1.0% | -3.9% | +4.8% | +0.2% |
| 30D | +10.8% | +2.7% | +8.1% | +11.5% |
| 3M | +19.5% | +21.4% | -1.9% | +25.0% |
| 6M | +21.6% | +20.1% | +1.5% | +27.8% |
| YTD | +55.8% | +21.9% | +34.0% | +62.4% |
| 1Y | +54.6% | +44.1% | +10.5% | +58.1% |
| All | +54.6% | +44.4% | +10.3% | +58.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling