+24.7%
RCL vs XOP
+40.4%
-15.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.6% | -3.0% |
| 7D | -0.2% | +5.2% | -5.4% | +2.8% |
| 30D | +14.4% | -8.4% | +22.7% | +9.3% |
| 3M | +5.2% | +2.9% | +2.2% | +7.8% |
| 6M | +26.1% | +8.8% | +17.3% | +35.3% |
| YTD | +17.4% | +46.9% | -29.6% | +26.2% |
| 1Y | +24.7% | +41.5% | -16.8% | +34.3% |
| All | +24.7% | +40.4% | -15.7% | +34.3% |
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