-84.1%
RIVN vs XOP
+99.2%
-183.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +0.9% | +1.6% | -0.8% | +0.1% |
| 30D | -1.9% | +9.6% | -11.5% | -6.2% |
| 3M | +8.7% | +16.9% | -8.2% | -0.1% |
| 6M | -3.0% | +24.0% | -27.0% | -15.0% |
| YTD | -18.6% | +56.2% | -74.8% | -37.3% |
| 1Y | +15.4% | +51.8% | -36.4% | -9.9% |
| 3Y | -30.5% | +37.0% | -67.5% | -44.0% |
| All | -84.1% | +99.2% | -183.3% | -90.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling