Big Banks vs XLF
4 of 5 big banks headliners beat XLF over the last year (4 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 2026-09-14. 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 | +16.0% | 0 | +4.9% | 0 | +69.1% | 0 | — |
| JPM | +22.3% | +6.3 | +11.4% | +6.5 | +140.5% | +71.4 | 2021-09 |
| BAC | +25.5% | +9.5 | +13.2% | +8.3 | +114.1% | +45.0 | 2021-09 |
| WFC | +13.7% | -2.3 | +4.2% | -0.7 | +114.0% | +44.9 | 2021-09 |
| GS | +21.5% | +5.5 | +22.8% | +17.9 | +201.6% | +132.5 | 2021-09 |
| MS | +28.4% | +12.4 | +29.6% | +24.7 | +148.9% | +79.8 | 2021-09 |
A name whose history starts inside a window is measured from its first bar, not the window start — the "Since" column says where.
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 the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
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