+160.6%
XOP vs RMD
-22.9%
+183.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +1.0% | -4.7% | +5.7% | +1.7% |
| 30D | +10.8% | +0.2% | +10.6% | +10.7% |
| 3M | +19.5% | +12.0% | +7.5% | +16.6% |
| 6M | +21.6% | -12.5% | +34.1% | +24.2% |
| YTD | +55.8% | -7.9% | +63.8% | +57.4% |
| 1Y | +54.6% | -20.4% | +75.0% | +60.7% |
| 3Y | +36.6% | +53.1% | -16.5% | +19.8% |
| 5Y | +160.6% | -22.1% | +182.8% | +124.0% |
| All | +160.6% | -22.9% | +183.6% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling