Big Banks vs XLF
3 of 5 big banks headliners beat XLF over the last year (2 of 5 over six months, 5 of 5 over three). Every line is measured against the benchmark itself, so the zero line is XLF.
Weekly closes through 2026-10-29. The zero line is the benchmark: a name "beats" when its total return over the window is higher than XLF's. Rebuilt every morning.
Total return
| Name | 6M | vs bench | 1Y | vs bench | 3Y | vs bench | Since |
|---|---|---|---|---|---|---|---|
| XLF benchmark | +11.0% | 0 | +7.8% | 0 | +68.4% | 0 | — |
| JPM | +13.5% | +2.5 | +9.1% | +1.3 | +139.8% | +71.4 | 2021-10 |
| BAC | -0.0% | -11.0 | -3.6% | -11.4 | +80.5% | +12.1 | 2021-10 |
| WFC | +12.0% | +1.0 | -1.5% | -9.3 | +103.6% | +35.2 | 2021-10 |
| GS | -0.9% | -11.9 | +18.0% | +10.2 | +183.3% | +114.9 | 2021-10 |
| MS | -1.4% | -12.4 | +17.3% | +9.5 | +149.7% | +81.3 | 2021-10 |
A name whose history starts inside a window is measured from its first bar, not the window start — the "Since" column says where. Its "vs bench" (marked *) compares it with XLF over that same shorter span.
Headliners
Benchmarks available on the dashboard: XLF, KBE.
The wider big banks universe
The dashboard's Sleepers view screens these 25 lesser-covered names for the ones beating KBE on a trailing basis, with liquidity, price and coverage floors so nothing untradeable or already crowded gets through.
Other baskets
Interactive chart with 6M–5Y windows, relative / indexed / drawdown modes and the sleeper screen: Baskets tab.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
Get the daily brief
Our take, the S&P 500 Pulse, the Street's calls and today's docket — one email, weekdays, 9 AM ET, 30 minutes before the open.