+257.2%
XOM vs RKT
-10.3%
+267.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +4.1% | -6.3% | +10.3% | +4.1% |
| 30D | +4.6% | -6.2% | +10.8% | +4.6% |
| 3M | +14.0% | -1.9% | +15.8% | +13.8% |
| 6M | +11.0% | -13.0% | +24.0% | +11.0% |
| YTD | +40.7% | -31.9% | +72.6% | +42.0% |
| 1Y | +52.3% | -37.6% | +89.9% | +54.2% |
| 3Y | +60.5% | +36.8% | +23.6% | +50.1% |
| All | +257.2% | -10.3% | +267.5% | +244.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling