+52.4%
XOP vs RMD
-18.7%
+71.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | +2.6% | -4.4% | +7.0% | +2.5% |
| 30D | +9.6% | -3.1% | +12.7% | +9.4% |
| 3M | +20.4% | +13.8% | +6.6% | +20.0% |
| 6M | +19.9% | -8.6% | +28.5% | +23.3% |
| YTD | +56.4% | -8.6% | +65.0% | +59.9% |
| 1Y | +52.4% | -19.7% | +72.1% | +64.1% |
| All | +52.4% | -18.7% | +71.1% | +64.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling