+531.5%
RKLB vs XOP
+261.7%
+269.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.3% |
| 7D | +15.9% | +6.3% | +9.6% | +13.3% |
| 30D | +4.0% | -6.6% | +10.6% | +6.5% |
| 3M | -23.2% | +3.6% | -26.7% | -24.5% |
| 6M | -50.4% | +10.8% | -61.2% | -53.2% |
| YTD | -11.8% | +48.3% | -60.1% | -27.7% |
| 1Y | +36.0% | +42.9% | -7.0% | +13.2% |
| 3Y | +1,321.0% | +43.3% | +1,277.7% | +1,066.0% |
| 5Y | +328.2% | +94.0% | +234.2% | +232.2% |
| All | +531.5% | +261.7% | +269.8% | +371.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling