-45.5%
RKLB vs XOP
+8.5%
-54.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.8% | -2.6% |
| 7D | +39.3% | +5.2% | +34.1% | +41.7% |
| 30D | -0.2% | -8.4% | +8.1% | -4.9% |
| 3M | -21.1% | +2.9% | -24.0% | -18.1% |
| 6M | -45.5% | +8.8% | -54.3% | -39.1% |
| All | -45.5% | +8.5% | -54.0% | -39.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling