+1,006.3%
RCL vs XOP
+67.4%
+938.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +6.5% | -14.7% | +21.2% | +16.0% |
| 30D | +15.9% | -7.7% | +23.6% | +20.1% |
| 3M | +2.7% | +4.4% | -1.8% | -1.7% |
| 6M | +15.2% | +3.5% | +11.7% | +8.8% |
| YTD | +19.2% | +39.4% | -20.2% | -8.9% |
| 1Y | +31.6% | +39.8% | -8.2% | +0.1% |
| 3Y | +274.2% | +29.7% | +244.5% | +189.6% |
| 5Y | +250.1% | +78.6% | +171.5% | +110.3% |
| 10Y | +388.4% | +51.8% | +336.6% | +175.5% |
| All | +1,006.3% | +67.4% | +938.9% | +333.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling