-31.5%
RIVN vs XOP
+36.3%
-67.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.2% |
| 7D | +1.8% | +2.6% | -0.8% | +0.9% |
| 30D | +0.6% | +9.6% | -9.0% | -2.8% |
| 3M | +3.2% | +20.4% | -17.2% | -4.6% |
| 6M | -3.7% | +19.9% | -23.6% | -12.4% |
| YTD | -18.7% | +56.4% | -75.1% | -35.8% |
| 1Y | +14.7% | +52.4% | -37.7% | -8.4% |
| 3Y | -31.5% | +39.9% | -71.4% | -47.0% |
| All | -31.5% | +36.3% | -67.8% | -47.0% |
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