+865.6%
XOM vs RSP
+1,139.7%
-274.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | +1.8% | -0.8% | +2.5% | +2.4% |
| 30D | +5.9% | -0.3% | +6.2% | +6.0% |
| 3M | +5.6% | +4.3% | +1.3% | +1.4% |
| 6M | +7.9% | +8.8% | -1.0% | -0.7% |
| YTD | +35.2% | +15.3% | +19.9% | +18.4% |
| 1Y | +46.0% | +18.3% | +27.7% | +24.8% |
| 3Y | +55.0% | +52.8% | +2.2% | +5.2% |
| 5Y | +246.3% | +51.7% | +194.6% | +133.1% |
| 10Y | +181.0% | +208.5% | -27.5% | +6.1% |
| All | +865.6% | +1,139.7% | -274.0% | +31.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling