+46.0%
XME vs RRC
+23.4%
+22.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.2% |
| 7D | -0.1% | +1.3% | -1.4% | -0.1% |
| 30D | +6.0% | +10.1% | -4.1% | +5.9% |
| 3M | -7.7% | +4.0% | -11.7% | -7.7% |
| 6M | +1.0% | +1.6% | -0.6% | +0.6% |
| YTD | +14.6% | +19.7% | -5.1% | +11.2% |
| 1Y | +46.0% | +21.4% | +24.5% | +45.6% |
| All | +46.0% | +23.4% | +22.6% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling