+393.5%
XOM vs RKT
-12.8%
+406.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.6% |
| 7D | +1.9% | -7.2% | +9.1% | +1.9% |
| 30D | +4.1% | -7.9% | +12.0% | +4.1% |
| 3M | +10.4% | +5.2% | +5.2% | +10.2% |
| 6M | +13.0% | -14.9% | +27.9% | +13.1% |
| YTD | +40.1% | -31.9% | +71.9% | +40.9% |
| 1Y | +51.1% | -36.9% | +88.0% | +52.3% |
| 3Y | +57.7% | +35.7% | +22.0% | +52.6% |
| 5Y | +264.7% | -9.7% | +274.4% | +250.1% |
| All | +393.5% | -12.8% | +406.3% | +370.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling