+152.8%
RTX vs XOP
+35.1%
+117.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.6% |
| 7D | -5.2% | +2.6% | -7.7% | -5.5% |
| 30D | -9.4% | +15.4% | -24.8% | -11.2% |
| 3M | +12.3% | +12.1% | +0.2% | +10.3% |
| 6M | -3.1% | +19.7% | -22.8% | -6.9% |
| YTD | +10.7% | +52.4% | -41.7% | +0.1% |
| 1Y | +28.4% | +47.6% | -19.1% | +16.9% |
| All | +152.8% | +35.1% | +117.7% | +128.4% |
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