+58.5%
XOM vs RDDT
+235.7%
-177.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.5% |
| 7D | +4.1% | +2.1% | +1.9% | +4.1% |
| 30D | +4.6% | +2.8% | +1.8% | +4.6% |
| 3M | +14.0% | -8.9% | +22.9% | +14.0% |
| 6M | +11.0% | +15.1% | -4.1% | +11.0% |
| YTD | +40.7% | -31.4% | +72.1% | +41.3% |
| 1Y | +52.3% | -39.4% | +91.8% | +53.1% |
| All | +58.5% | +235.7% | -177.2% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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