-24.1%
RKT vs XOP
+294.8%
-318.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.6% | -6.7% | -5.3% |
| 7D | -7.5% | +5.2% | -12.7% | -8.1% |
| 30D | +26.6% | -8.4% | +35.0% | +27.7% |
| 3M | -2.4% | +2.9% | -5.4% | -3.3% |
| 6M | -7.4% | +8.8% | -16.2% | -9.4% |
| YTD | -29.2% | +46.9% | -76.1% | -35.6% |
| 1Y | -23.5% | +41.5% | -65.0% | -29.9% |
| 3Y | +73.9% | +43.1% | +30.8% | +56.6% |
| 5Y | -6.6% | +92.2% | -98.8% | -19.9% |
| All | -24.1% | +294.8% | -318.9% | -38.4% |
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