+50.2%
XOP vs RACE
+793.3%
-743.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.0% |
| 7D | +0.6% | -1.0% | +1.7% | +1.0% |
| 30D | +16.5% | -1.5% | +18.1% | +17.0% |
| 3M | +15.7% | +15.5% | +0.3% | +8.8% |
| 6M | +19.2% | +17.3% | +1.9% | +10.0% |
| YTD | +55.0% | +11.1% | +43.8% | +45.1% |
| 1Y | +54.2% | -14.3% | +68.5% | +59.3% |
| 3Y | +35.9% | +40.2% | -4.3% | +6.9% |
| 5Y | +162.4% | +92.6% | +69.9% | +70.6% |
| 10Y | +50.2% | +786.6% | -736.4% | -49.9% |
| All | +50.2% | +793.3% | -743.1% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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