-27.1%
RKT vs XOP
+320.3%
-347.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -6.3% | +2.6% | -8.9% | -6.6% |
| 30D | -6.2% | +9.6% | -15.8% | -7.4% |
| 3M | -1.9% | +20.4% | -22.2% | -4.8% |
| 6M | -13.0% | +19.9% | -32.9% | -16.4% |
| YTD | -31.9% | +56.4% | -88.3% | -38.4% |
| 1Y | -37.6% | +52.4% | -90.0% | -43.3% |
| 3Y | +36.8% | +39.9% | -3.1% | +25.0% |
| 5Y | -9.7% | +163.7% | -173.5% | -24.5% |
| All | -27.1% | +320.3% | -347.3% | -41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling