+614.1%
RSP vs XOP
+67.4%
+546.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -1.0% | -14.7% | +13.7% | +4.4% |
| 30D | +2.6% | -7.7% | +10.3% | +5.1% |
| 3M | -0.8% | +4.4% | -5.2% | -2.9% |
| 6M | +6.3% | +3.5% | +2.7% | +3.7% |
| YTD | +14.1% | +39.4% | -25.3% | -1.0% |
| 1Y | +18.0% | +39.8% | -21.8% | +2.2% |
| 3Y | +61.0% | +29.7% | +31.4% | +40.4% |
| 5Y | +45.6% | +78.6% | -33.0% | +7.8% |
| 10Y | +220.2% | +51.8% | +168.3% | +114.5% |
| All | +614.1% | +67.4% | +546.8% | +262.7% |
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