+350.6%
RCL vs XOP
+52.0%
+298.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -1.2% |
| 7D | -0.5% | +0.6% | -1.1% | -0.8% |
| 30D | -17.3% | +16.5% | -33.9% | -24.6% |
| 3M | -2.8% | +15.7% | -18.5% | -12.1% |
| 6M | -4.4% | +19.2% | -23.6% | -17.5% |
| YTD | -4.2% | +55.0% | -59.1% | -30.2% |
| 1Y | -23.4% | +54.2% | -77.5% | -44.5% |
| 3Y | +179.4% | +35.9% | +143.5% | +112.4% |
| 5Y | +238.8% | +162.4% | +76.3% | +57.1% |
| All | +350.6% | +52.0% | +298.6% | +78.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling