+45.3%
XOP vs IWF
-1.6%
+46.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.8% | -6.2% |
| 7D | -10.5% | -4.2% | -6.4% | -12.0% |
| 30D | -4.3% | -8.1% | +3.8% | -7.6% |
| 3M | +4.7% | -5.1% | +9.7% | +2.7% |
| 6M | -0.1% | -1.4% | +1.4% | +0.1% |
| YTD | +43.8% | -0.1% | +43.9% | +48.6% |
| 1Y | +45.3% | -1.3% | +46.5% | +51.1% |
| All | +45.3% | -1.6% | +46.9% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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