+50.2%
XOP vs RBA
+182.6%
-132.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.3% |
| 7D | +0.6% | -1.1% | +1.7% | +0.9% |
| 30D | +16.5% | -13.2% | +29.7% | +21.9% |
| 3M | +15.7% | -21.4% | +37.1% | +23.9% |
| 6M | +19.2% | -20.9% | +40.1% | +26.8% |
| YTD | +55.0% | -19.9% | +74.8% | +63.1% |
| 1Y | +54.2% | -28.7% | +82.9% | +68.9% |
| 3Y | +35.9% | +27.4% | +8.5% | +18.3% |
| 5Y | +162.4% | +41.7% | +120.7% | +109.6% |
| 10Y | +50.2% | +189.6% | -139.4% | -24.0% |
| All | +50.2% | +182.6% | -132.4% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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