+308.8%
RKLB vs XOM
+261.9%
+46.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -2.0% | +4.1% | -6.1% | -2.8% |
| 30D | -22.4% | +4.6% | -27.0% | -23.2% |
| 3M | -45.2% | +14.0% | -59.1% | -46.9% |
| 6M | -12.5% | +11.0% | -23.5% | -15.9% |
| YTD | -9.8% | +40.7% | -50.5% | -19.8% |
| 1Y | +30.0% | +52.3% | -22.3% | +12.4% |
| 3Y | +942.2% | +60.5% | +881.8% | +772.3% |
| All | +308.8% | +261.9% | +46.8% | +225.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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