+55.9%
RSP vs XOP
+35.1%
+20.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.3% |
| 7D | -0.8% | +2.6% | -3.3% | -1.3% |
| 30D | -0.3% | +15.4% | -15.8% | -3.5% |
| 3M | +4.3% | +12.1% | -7.8% | +1.4% |
| 6M | +8.8% | +19.7% | -10.9% | +3.0% |
| YTD | +15.3% | +52.4% | -37.1% | +0.9% |
| 1Y | +18.3% | +47.6% | -29.3% | +4.3% |
| All | +55.9% | +35.1% | +20.8% | +35.1% |
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