+51.7%
XOP vs XHB
+237.3%
-185.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | +6.3% | -0.2% | +6.6% | +6.3% |
| 30D | -6.6% | +9.9% | -16.5% | -12.2% |
| 3M | +3.6% | -6.3% | +9.8% | +6.0% |
| 6M | +10.8% | +3.8% | +6.9% | +4.6% |
| YTD | +48.3% | +0.1% | +48.1% | +40.0% |
| 1Y | +42.9% | -0.8% | +43.7% | +35.3% |
| 3Y | +43.3% | +35.6% | +7.7% | +4.0% |
| 5Y | +94.0% | +29.6% | +64.4% | +40.8% |
| All | +51.7% | +237.3% | -185.7% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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