+45.3%
XOP vs RCAT
-59.1%
+104.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -10.3% | +3.9% | -6.0% |
| 7D | -10.5% | -18.5% | +8.0% | -10.0% |
| 30D | -4.3% | -37.0% | +32.6% | -3.0% |
| 3M | +4.7% | -54.9% | +59.5% | +7.1% |
| 6M | -0.1% | -63.6% | +63.6% | +2.6% |
| YTD | +43.8% | -49.6% | +93.4% | +43.3% |
| 1Y | +45.3% | -57.8% | +103.1% | +46.8% |
| All | +45.3% | -59.1% | +104.4% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 1y: compounded portfolio wealth divided by compounded RCAT 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…
1y analysis · Full analysis span regression · 6 months rolling