+57.2%
RBLX vs XOP
+36.1%
+21.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +8.1% | +1.6% | +6.5% | +7.8% |
| 30D | +23.9% | +9.6% | +14.3% | +21.8% |
| 3M | +8.1% | +16.9% | -8.8% | +4.5% |
| 6M | -23.7% | +24.0% | -47.7% | -28.1% |
| YTD | -44.6% | +56.2% | -100.8% | -51.7% |
| 1Y | -66.2% | +51.8% | -118.0% | -70.4% |
| All | +57.2% | +36.1% | +21.1% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 3y: compounded portfolio wealth divided by compounded XOP 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…
3y analysis · Full analysis span regression · 6 months rolling