+54.8%
XOP vs RGEN
+414.1%
-359.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.5% | +0.3% |
| 7D | +1.6% | -2.9% | +4.5% | +2.0% |
| 30D | +9.6% | -0.1% | +9.6% | +9.5% |
| 3M | +16.9% | +25.9% | -9.0% | +12.7% |
| 6M | +24.0% | +35.2% | -11.2% | +17.5% |
| YTD | +56.2% | +0.5% | +55.7% | +54.4% |
| 1Y | +51.8% | +37.0% | +14.8% | +42.7% |
| 3Y | +37.0% | +2.0% | +34.9% | +30.3% |
| 5Y | +163.4% | -44.2% | +207.6% | +161.0% |
| All | +54.8% | +414.1% | -359.3% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling