+535.9%
RKLB vs XOP
+281.1%
+254.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -2.9% | +1.6% | -4.5% | -3.5% |
| 30D | -22.6% | +9.6% | -32.1% | -25.2% |
| 3M | -41.0% | +16.9% | -57.9% | -45.0% |
| 6M | -10.1% | +24.0% | -34.1% | -19.6% |
| YTD | -11.2% | +56.2% | -67.4% | -28.3% |
| 1Y | +34.2% | +51.8% | -17.6% | +9.1% |
| 3Y | +899.4% | +37.0% | +862.4% | +735.0% |
| 5Y | +231.5% | +163.4% | +68.1% | +143.8% |
| All | +535.9% | +281.1% | +254.8% | +367.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling