+212.8%
RDDT vs XOP
+36.5%
+176.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.5% |
| 7D | +2.1% | +2.6% | -0.5% | +1.3% |
| 30D | +2.8% | +9.6% | -6.8% | -0.2% |
| 3M | -8.9% | +20.4% | -29.3% | -15.3% |
| 6M | +15.1% | +19.9% | -4.8% | +5.0% |
| YTD | -31.4% | +56.4% | -87.8% | -47.0% |
| 1Y | -39.4% | +52.4% | -91.9% | -52.7% |
| All | +212.8% | +36.5% | +176.2% | +143.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling