+56.2%
XOP vs IONS
+84.6%
-28.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.8% |
| 7D | +1.0% | -8.7% | +9.6% | +2.5% |
| 30D | +10.8% | -1.6% | +12.5% | +11.0% |
| 3M | +19.5% | -24.9% | +44.3% | +24.2% |
| 6M | +21.6% | -25.7% | +47.3% | +26.2% |
| YTD | +55.8% | -29.2% | +85.0% | +62.9% |
| 1Y | +54.6% | -13.0% | +67.7% | +55.3% |
| 3Y | +36.6% | +35.9% | +0.7% | +20.6% |
| 5Y | +160.6% | +54.5% | +106.2% | +116.6% |
| 10Y | +56.2% | +93.1% | -36.9% | +27.2% |
| All | +56.2% | +84.6% | -28.3% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 10y: compounded portfolio wealth divided by compounded IONS 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…
10y analysis · Full analysis span regression · 6 months rolling