+17.0%
RSP vs XOP
+52.0%
-35.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.0% |
| 7D | -0.4% | +0.6% | -1.0% | -0.4% |
| 30D | -1.5% | +16.5% | -18.1% | -1.3% |
| 3M | +4.8% | +15.7% | -10.9% | +5.0% |
| 6M | +10.3% | +19.2% | -8.9% | +9.1% |
| YTD | +14.1% | +55.0% | -40.9% | +7.7% |
| 1Y | +17.0% | +54.2% | -37.2% | +11.2% |
| All | +17.0% | +52.0% | -35.0% | +11.2% |
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