+276.1%
XOP vs RPRX
+53.1%
+223.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.8% |
| 7D | +1.6% | -8.0% | +9.7% | +3.3% |
| 30D | +9.6% | +2.1% | +7.5% | +9.0% |
| 3M | +16.9% | +8.2% | +8.7% | +14.8% |
| 6M | +24.0% | +28.9% | -4.8% | +17.0% |
| YTD | +56.2% | +54.1% | +2.1% | +41.3% |
| 1Y | +51.8% | +65.5% | -13.7% | +34.7% |
| 3Y | +37.0% | +117.3% | -80.3% | +12.6% |
| 5Y | +163.4% | +71.6% | +91.8% | +130.9% |
| All | +276.1% | +53.1% | +223.0% | +226.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 10y: compounded portfolio wealth divided by compounded RPRX 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…
10y analysis · Full analysis span regression · 6 months rolling