-25.1%
RCL vs XOP
+49.8%
-74.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.5% |
| 7D | -5.1% | +2.6% | -7.7% | -3.9% |
| 30D | -19.0% | +15.4% | -34.5% | -13.2% |
| 3M | -9.6% | +12.1% | -21.6% | -3.7% |
| 6M | -6.7% | +19.7% | -26.4% | -1.0% |
| YTD | -3.9% | +52.4% | -56.3% | -0.7% |
| 1Y | -25.1% | +47.6% | -72.6% | -23.1% |
| All | -25.1% | +49.8% | -74.9% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling