+342.5%
RCL vs XOP
+52.9%
+289.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.1% |
| 7D | -2.2% | +1.0% | -3.2% | -2.7% |
| 30D | -15.7% | +10.8% | -26.5% | -20.6% |
| 3M | -8.0% | +19.5% | -27.4% | -18.2% |
| 6M | -10.1% | +21.6% | -31.7% | -23.3% |
| YTD | -5.9% | +55.8% | -61.7% | -31.7% |
| 1Y | -23.5% | +54.6% | -78.1% | -44.7% |
| 3Y | +174.4% | +36.6% | +137.7% | +107.9% |
| 5Y | +227.1% | +160.6% | +66.5% | +52.4% |
| 10Y | +342.5% | +56.2% | +286.3% | +74.7% |
| All | +342.5% | +52.9% | +289.6% | +74.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling