+895.9%
XOM vs RSP
+1,155.0%
-259.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -7.3% | +0.7% | -8.1% | -8.0% |
| 30D | -2.6% | +3.7% | -6.3% | -5.8% |
| 3M | +3.6% | +0.7% | +2.9% | +2.5% |
| 6M | +15.3% | +9.0% | +6.2% | +6.1% |
| YTD | +39.4% | +16.7% | +22.7% | +20.4% |
| 1Y | +43.2% | +19.0% | +24.2% | +21.5% |
| 3Y | +74.9% | +64.7% | +10.2% | +11.0% |
| 5Y | +201.3% | +49.6% | +151.7% | +104.4% |
| 10Y | +188.5% | +213.2% | -24.7% | +7.1% |
| All | +895.9% | +1,155.0% | -259.1% | +33.3% |
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 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