-83.9%
RIVN vs XOP
+97.6%
-181.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.1% | +1.9% |
| 7D | +4.1% | +0.6% | +3.5% | +3.8% |
| 30D | +1.1% | +16.5% | -15.5% | -6.2% |
| 3M | -4.0% | +15.7% | -19.7% | -11.4% |
| 6M | +5.2% | +19.2% | -14.0% | -5.9% |
| YTD | -18.0% | +55.0% | -72.9% | -36.6% |
| 1Y | +15.6% | +54.2% | -38.6% | -10.6% |
| 3Y | -30.0% | +35.9% | -65.9% | -43.3% |
| All | -83.9% | +97.6% | -181.6% | -89.9% |
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