+39.4%
XOP vs RPRX
+123.5%
-84.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.0% | -4.0% | +5.0% | +1.4% |
| 30D | +10.8% | +4.9% | +5.9% | +10.1% |
| 3M | +19.5% | +9.4% | +10.1% | +18.0% |
| 6M | +21.6% | +33.3% | -11.7% | +17.0% |
| YTD | +55.8% | +59.0% | -3.1% | +45.6% |
| 1Y | +54.6% | +69.2% | -14.6% | +42.5% |
| All | +39.4% | +123.5% | -84.1% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling