+192.9%
XOM vs RSP
+211.6%
-18.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.2% |
| 7D | +4.1% | -1.9% | +6.0% | +5.8% |
| 30D | +4.6% | -2.8% | +7.4% | +7.1% |
| 3M | +14.0% | +2.8% | +11.1% | +10.6% |
| 6M | +11.0% | +10.2% | +0.8% | +0.3% |
| YTD | +40.7% | +13.1% | +27.6% | +24.1% |
| 1Y | +52.3% | +14.8% | +37.5% | +32.2% |
| 3Y | +60.5% | +52.6% | +7.9% | +4.5% |
| 5Y | +266.4% | +51.6% | +214.8% | +134.9% |
| All | +192.9% | +211.6% | -18.7% | -1.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling