+57.7%
XOM vs RDDT
+230.5%
-172.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | +0.7% |
| 7D | +1.9% | -0.4% | +2.3% | +1.9% |
| 30D | +4.1% | -0.5% | +4.6% | +4.1% |
| 3M | +10.4% | -9.8% | +20.2% | +10.4% |
| 6M | +13.0% | +15.8% | -2.8% | +13.1% |
| YTD | +40.1% | -32.4% | +72.5% | +40.6% |
| 1Y | +51.1% | -40.0% | +91.2% | +51.9% |
| All | +57.7% | +230.5% | -172.8% | +54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling