+54.4%
XOP vs RGEN
+415.3%
-360.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.6% | +0.8% |
| 7D | +1.0% | -4.6% | +5.5% | +1.6% |
| 30D | +10.8% | +1.2% | +9.7% | +10.6% |
| 3M | +19.5% | +26.8% | -7.4% | +15.0% |
| 6M | +21.6% | +29.1% | -7.5% | +16.0% |
| YTD | +55.8% | +0.7% | +55.1% | +54.0% |
| 1Y | +54.6% | +39.1% | +15.6% | +45.1% |
| 3Y | +36.6% | +2.2% | +34.4% | +30.0% |
| 5Y | +160.6% | -44.0% | +204.6% | +158.2% |
| All | +54.4% | +415.3% | -360.9% | -3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling