-26.6%
RKT vs XOP
+49.8%
-76.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.6% |
| 7D | +2.1% | +2.6% | -0.5% | +3.6% |
| 30D | +1.4% | +15.4% | -14.0% | +9.8% |
| 3M | +6.3% | +12.1% | -5.8% | +15.4% |
| 6M | -15.5% | +19.7% | -35.1% | -8.1% |
| YTD | -27.4% | +52.4% | -79.8% | -23.9% |
| 1Y | -26.6% | +47.6% | -74.1% | -23.1% |
| All | -26.6% | +49.8% | -76.4% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling