+257.0%
XOP vs RPRX
+81.2%
+175.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +6.3% | +3.3% | +3.0% | +5.7% |
| 30D | -6.6% | +17.9% | -24.5% | -9.6% |
| 3M | +3.6% | +19.2% | -15.7% | -0.2% |
| 6M | +10.8% | +31.7% | -21.0% | +4.4% |
| YTD | +48.3% | +82.5% | -34.2% | +29.7% |
| 1Y | +42.9% | +78.4% | -35.5% | +25.6% |
| 3Y | +43.3% | +177.0% | -133.7% | +11.7% |
| 5Y | +94.0% | +86.5% | +7.5% | +66.7% |
| All | +257.0% | +81.2% | +175.8% | +199.4% |
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