+630.3%
RSP vs XOP
+67.7%
+562.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.2% |
| 7D | +0.4% | -10.0% | +10.5% | +4.1% |
| 30D | +3.7% | -9.1% | +12.8% | +6.9% |
| 3M | +0.8% | +5.1% | -4.3% | -1.6% |
| 6M | +9.1% | +6.4% | +2.7% | +5.4% |
| YTD | +16.7% | +39.7% | -23.0% | +1.2% |
| 1Y | +19.7% | +37.2% | -17.6% | +4.3% |
| 3Y | +66.7% | +37.6% | +29.1% | +42.2% |
| 5Y | +48.7% | +76.5% | -27.8% | +10.6% |
| 10Y | +215.6% | +42.6% | +172.9% | +117.2% |
| All | +630.3% | +67.7% | +562.6% | +270.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling