+379.8%
XOM vs RKT
-8.7%
+388.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +0.8% |
| 7D | -2.4% | +6.0% | -8.4% | -2.4% |
| 30D | +5.7% | +0.7% | +5.0% | +5.6% |
| 3M | +6.6% | +11.8% | -5.3% | +6.2% |
| 6M | +7.7% | -7.6% | +15.3% | +7.6% |
| YTD | +36.2% | -28.7% | +64.9% | +37.0% |
| 1Y | +50.5% | -32.6% | +83.1% | +51.5% |
| 3Y | +53.4% | +42.1% | +11.3% | +48.3% |
| 5Y | +254.2% | -7.2% | +261.3% | +239.9% |
| All | +379.8% | -8.7% | +388.5% | +357.1% |
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 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