+559.5%
RKLB vs XOP
+271.8%
+287.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.0% |
| 7D | -0.2% | +2.6% | -2.8% | -1.2% |
| 30D | -14.1% | +15.4% | -29.6% | -18.8% |
| 3M | -46.4% | +12.1% | -58.5% | -49.1% |
| 6M | -10.6% | +19.7% | -30.3% | -18.9% |
| YTD | -7.9% | +52.4% | -60.3% | -24.9% |
| 1Y | +49.5% | +47.6% | +1.9% | +22.7% |
| 3Y | +913.6% | +34.4% | +879.2% | +752.9% |
| 5Y | +375.3% | +154.4% | +220.9% | +253.6% |
| All | +559.5% | +271.8% | +287.7% | +388.8% |
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