+82.5%
XOP vs IBB
+846.0%
-763.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.2% |
| 7D | +2.6% | +1.4% | +1.1% | +1.5% |
| 30D | +15.4% | +10.5% | +5.0% | +6.9% |
| 3M | +12.1% | +23.6% | -11.6% | -5.1% |
| 6M | +19.7% | +22.6% | -2.9% | +0.3% |
| YTD | +52.4% | +25.7% | +26.7% | +24.8% |
| 1Y | +47.6% | +51.4% | -3.8% | +4.3% |
| 3Y | +34.4% | +64.4% | -30.0% | -13.0% |
| 5Y | +154.4% | +22.1% | +132.2% | +102.2% |
| 10Y | +54.7% | +132.5% | -77.8% | -29.8% |
| All | +82.5% | +846.0% | -763.5% | -84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling