+54.8%
XOP vs RMD
+276.6%
-221.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | +1.6% | -4.2% | +5.8% | +2.7% |
| 30D | +9.6% | -2.1% | +11.6% | +10.0% |
| 3M | +16.9% | +13.8% | +3.2% | +12.3% |
| 6M | +24.0% | -10.6% | +34.7% | +26.6% |
| YTD | +56.2% | -8.1% | +64.3% | +57.9% |
| 1Y | +51.8% | -18.0% | +69.7% | +58.2% |
| 3Y | +37.0% | +52.9% | -15.9% | +14.6% |
| 5Y | +163.4% | -22.3% | +185.7% | +168.1% |
| All | +54.8% | +276.6% | -221.8% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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