+379.0%
RCL vs XOP
+47.9%
+331.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | +5.0% | -10.0% | +15.0% | +11.0% |
| 30D | +19.4% | -9.1% | +28.5% | +24.7% |
| 3M | +5.9% | +5.1% | +0.9% | +1.0% |
| 6M | +23.8% | +6.4% | +17.4% | +15.0% |
| YTD | +22.8% | +39.7% | -16.9% | -6.8% |
| 1Y | +34.3% | +37.2% | -3.0% | +2.7% |
| 3Y | +276.4% | +37.6% | +238.8% | +178.7% |
| 5Y | +281.6% | +76.5% | +205.1% | +124.6% |
| 10Y | +379.0% | +42.6% | +336.4% | +99.5% |
| All | +379.0% | +47.9% | +331.1% | +99.5% |
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