+716.3%
RTX vs XOP
+69.0%
+647.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.8% |
| 7D | -1.7% | -8.4% | +6.6% | +1.1% |
| 30D | +7.7% | -8.4% | +16.0% | +10.7% |
| 3M | -10.3% | +0.2% | -10.5% | -10.8% |
| 6M | +14.6% | +7.2% | +7.4% | +10.6% |
| YTD | +10.4% | +40.8% | -30.4% | -4.0% |
| 1Y | +13.5% | +36.3% | -22.8% | -0.3% |
| 3Y | +158.6% | +37.2% | +121.4% | +121.5% |
| 5Y | +147.3% | +86.6% | +60.6% | +82.8% |
| 10Y | +268.6% | +44.0% | +224.6% | +156.8% |
| All | +716.3% | +69.0% | +647.3% | +321.5% |
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