+35.9%
XOP vs RMD
+52.4%
-16.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.9% | +2.0% |
| 7D | +0.6% | -4.5% | +5.1% | +1.0% |
| 30D | +16.5% | +4.6% | +11.9% | +16.0% |
| 3M | +15.7% | +14.8% | +0.9% | +13.8% |
| 6M | +19.2% | -12.1% | +31.3% | +21.2% |
| YTD | +55.0% | -7.5% | +62.4% | +56.3% |
| 1Y | +54.2% | -20.1% | +74.2% | +58.6% |
| 3Y | +35.9% | +53.9% | -18.0% | +26.9% |
| All | +35.9% | +52.4% | -16.5% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling