+46.0%
XOM vs RSP
+18.9%
+27.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.8% |
| 7D | +1.8% | -0.8% | +2.5% | +1.6% |
| 30D | +5.9% | -0.3% | +6.2% | +5.8% |
| 3M | +5.6% | +4.3% | +1.3% | +6.7% |
| 6M | +7.9% | +8.8% | -1.0% | +11.3% |
| YTD | +35.2% | +15.3% | +19.9% | +36.4% |
| 1Y | +46.0% | +18.3% | +27.7% | +47.8% |
| All | +46.0% | +18.9% | +27.0% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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