+53.4%
XOM vs RSP
+54.0%
-0.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.2% |
| 7D | -2.4% | -0.4% | -2.0% | -2.2% |
| 30D | +5.7% | -1.5% | +7.2% | +6.3% |
| 3M | +6.6% | +4.8% | +1.8% | +3.9% |
| 6M | +7.7% | +10.3% | -2.6% | +1.9% |
| YTD | +36.2% | +14.1% | +22.1% | +26.1% |
| 1Y | +50.5% | +17.0% | +33.5% | +37.0% |
| 3Y | +53.4% | +54.2% | -0.8% | +17.3% |
| All | +53.4% | +54.0% | -0.7% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling