+77.6%
XOP vs RMD
+1,197.1%
-1,119.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.7% | +0.8% |
| 7D | +6.3% | +2.1% | +4.3% | +5.5% |
| 30D | -6.6% | +2.1% | -8.7% | -8.0% |
| 3M | +3.6% | +6.2% | -2.7% | +0.2% |
| 6M | +10.8% | +19.4% | -8.6% | +1.3% |
| YTD | +48.3% | +0.5% | +47.7% | +44.1% |
| 1Y | +42.9% | -3.9% | +46.9% | +41.3% |
| 3Y | +43.3% | +72.5% | -29.2% | +5.1% |
| 5Y | +94.0% | -1.5% | +95.5% | +75.2% |
| 10Y | +53.7% | +345.8% | -292.0% | -40.2% |
| All | +77.6% | +1,197.1% | -1,119.6% | -70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling