+167.1%
RTX vs XOP
+156.8%
+10.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.4% |
| 7D | -3.1% | +0.6% | -3.7% | -3.2% |
| 30D | -10.6% | +16.5% | -27.1% | -13.8% |
| 3M | +11.6% | +15.7% | -4.1% | +7.4% |
| 6M | -4.5% | +19.2% | -23.7% | -9.6% |
| YTD | +9.6% | +55.0% | -45.4% | -3.9% |
| 1Y | +30.8% | +54.2% | -23.4% | +14.5% |
| 3Y | +152.8% | +35.9% | +117.0% | +125.5% |
| 5Y | +167.1% | +162.4% | +4.7% | +87.0% |
| All | +167.1% | +156.8% | +10.3% | +87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling