-36.9%
RKT vs XOP
+54.9%
-91.8%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.7% |
| 7D | -7.2% | +1.6% | -8.9% | -6.4% |
| 30D | -7.9% | +9.6% | -17.5% | -3.1% |
| 3M | +5.2% | +16.9% | -11.7% | +16.3% |
| 6M | -14.9% | +24.0% | -38.9% | -6.6% |
| YTD | -31.9% | +56.2% | -88.1% | -28.5% |
| 1Y | -36.9% | +51.8% | -88.7% | -33.9% |
| All | -36.9% | +54.9% | -91.8% | -33.9% |
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