+32.0%
RCL vs XOP
+45.9%
-13.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.4% | +12.8% | +2.7% |
| 7D | +11.7% | -10.5% | +22.2% | +5.2% |
| 30D | +21.1% | -4.3% | +25.5% | +18.6% |
| 3M | +2.9% | +4.7% | -1.8% | +6.7% |
| 6M | +29.8% | -0.1% | +29.9% | +33.3% |
| YTD | +21.4% | +43.8% | -22.4% | +28.0% |
| 1Y | +32.0% | +45.3% | -13.2% | +37.5% |
| All | +32.0% | +45.9% | -13.8% | +37.5% |
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