+283.9%
RTX vs XOP
+52.9%
+231.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -1.6% | +1.0% | -2.6% | -1.9% |
| 30D | -11.6% | +10.8% | -22.4% | -14.5% |
| 3M | +9.2% | +19.5% | -10.3% | +2.5% |
| 6M | -4.4% | +21.6% | -26.0% | -11.6% |
| YTD | +8.9% | +55.8% | -46.9% | -7.6% |
| 1Y | +32.1% | +54.6% | -22.5% | +12.0% |
| 3Y | +151.2% | +36.6% | +114.6% | +117.4% |
| 5Y | +162.9% | +160.6% | +2.3% | +73.4% |
| 10Y | +283.9% | +56.2% | +227.7% | +131.9% |
| All | +283.9% | +52.9% | +231.0% | +131.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling