+51.8%
XOP vs RIO
+67.4%
-15.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | 0.0% |
| 7D | +1.6% | -3.4% | +5.0% | +1.4% |
| 30D | +9.6% | +0.6% | +9.0% | +9.6% |
| 3M | +16.9% | +2.5% | +14.4% | +17.2% |
| 6M | +24.0% | +10.8% | +13.2% | +23.7% |
| YTD | +56.2% | +30.5% | +25.7% | +47.2% |
| 1Y | +51.8% | +68.1% | -16.3% | +34.3% |
| All | +51.8% | +67.4% | -15.6% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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