+51.6%
XOM vs RKT
-38.3%
+89.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.4% |
| 7D | +1.9% | -7.2% | +9.1% | +0.8% |
| 30D | +4.1% | -7.9% | +12.0% | +3.1% |
| 3M | +10.4% | +5.2% | +5.2% | +11.6% |
| 6M | +13.0% | -14.9% | +27.9% | +13.3% |
| YTD | +40.1% | -31.9% | +71.9% | +40.2% |
| All | +51.6% | -38.3% | +89.9% | +49.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling