+82.5%
XOP vs RMD
+1,133.2%
-1,050.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.7% |
| 7D | +2.6% | -5.0% | +7.6% | +4.5% |
| 30D | +15.4% | +2.2% | +13.2% | +14.2% |
| 3M | +12.1% | +17.8% | -5.8% | +3.9% |
| 6M | +19.7% | -11.3% | +31.0% | +23.4% |
| YTD | +52.4% | -4.4% | +56.8% | +52.2% |
| 1Y | +47.6% | -15.7% | +63.3% | +54.6% |
| 3Y | +34.4% | +47.7% | -13.4% | +5.4% |
| 5Y | +154.4% | -19.2% | +173.6% | +151.7% |
| 10Y | +54.7% | +280.4% | -225.7% | -34.7% |
| All | +82.5% | +1,133.2% | -1,050.7% | -68.6% |
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