+42.1%
RKT vs XOP
+36.7%
+5.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -1.7% |
| 7D | +6.0% | +0.6% | +5.4% | +6.0% |
| 30D | +0.7% | +16.5% | -15.9% | +1.6% |
| 3M | +11.8% | +15.7% | -3.9% | +13.2% |
| 6M | -7.6% | +19.2% | -26.8% | -7.6% |
| YTD | -28.7% | +55.0% | -83.6% | -32.2% |
| 1Y | -32.6% | +54.2% | -86.7% | -35.9% |
| 3Y | +42.1% | +35.9% | +6.2% | +32.9% |
| All | +42.1% | +36.7% | +5.4% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling