+29.7%
XOP vs IBB
+78.6%
-49.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.6% |
| 7D | -14.7% | -1.8% | -12.9% | -14.4% |
| 30D | -7.7% | +5.1% | -12.7% | -8.8% |
| 3M | +4.4% | +10.7% | -6.3% | +1.4% |
| 6M | +3.5% | +22.9% | -19.4% | -2.8% |
| YTD | +39.4% | +26.7% | +12.7% | +28.2% |
| 1Y | +39.8% | +35.1% | +4.7% | +24.3% |
| 3Y | +29.7% | +80.2% | -50.5% | -4.6% |
| All | +29.7% | +78.6% | -49.0% | -4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling