+4,565.7%
XOM vs RRC
+1,510.8%
+3,054.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +2.8% | +6.4% | -3.5% | +1.9% |
| 30D | -3.6% | +23.9% | -27.5% | -6.8% |
| 3M | +8.2% | +30.2% | -21.9% | +3.9% |
| 6M | +14.0% | +26.3% | -12.2% | +10.0% |
| YTD | +44.6% | +48.1% | -3.5% | +36.3% |
| 1Y | +47.8% | +37.7% | +10.1% | +40.6% |
| 3Y | +79.6% | +60.3% | +19.3% | +65.7% |
| 5Y | +214.3% | +135.3% | +79.0% | +170.2% |
| 10Y | +204.0% | +73.3% | +130.7% | +142.0% |
| All | +4,565.7% | +1,510.8% | +3,054.8% | +3,090.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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