+409.5%
XOM vs RKT
-9.3%
+418.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -9.0% | +11.8% | +2.9% |
| 30D | -3.6% | +30.2% | -33.8% | -3.8% |
| 3M | +8.2% | -8.8% | +17.1% | +8.4% |
| 6M | +14.0% | -0.9% | +15.0% | +13.9% |
| YTD | +44.6% | -29.2% | +73.8% | +45.5% |
| 1Y | +47.8% | -20.1% | +67.8% | +48.0% |
| 3Y | +79.6% | +81.3% | -1.8% | +72.1% |
| 5Y | +214.3% | -6.6% | +220.9% | +201.6% |
| All | +409.5% | -9.3% | +418.9% | +385.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling