+345.9%
RKLB vs XOP
+93.1%
+252.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.8% | -3.9% |
| 7D | +39.3% | +5.2% | +34.1% | +36.2% |
| 30D | -0.2% | -8.4% | +8.1% | +3.6% |
| 3M | -21.1% | +2.9% | -24.0% | -22.6% |
| 6M | -45.5% | +8.8% | -54.3% | -48.8% |
| YTD | -8.2% | +46.9% | -55.1% | -28.2% |
| 1Y | +28.2% | +41.5% | -13.3% | +2.2% |
| 3Y | +1,366.1% | +43.1% | +1,323.0% | +1,036.7% |
| 5Y | +345.9% | +92.2% | +253.7% | +218.9% |
| All | +345.9% | +93.1% | +252.7% | +218.9% |
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 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