+204.4%
RKLB vs XOP
+165.6%
+38.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.8% | -4.5% |
| 7D | 0.0% | +1.0% | -1.0% | -0.5% |
| 30D | -21.2% | +10.8% | -32.0% | -24.6% |
| 3M | -41.7% | +19.5% | -61.2% | -46.7% |
| 6M | -11.8% | +21.6% | -33.4% | -21.5% |
| YTD | -9.6% | +55.8% | -65.4% | -29.3% |
| 1Y | +34.1% | +54.6% | -20.5% | +4.3% |
| 3Y | +917.3% | +36.6% | +880.6% | +725.3% |
| 5Y | +204.4% | +160.6% | +43.7% | +140.4% |
| All | +204.4% | +165.6% | +38.8% | +140.4% |
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