+49.9%
XOP vs RRC
+72.2%
-22.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.0% |
| 7D | +0.5% | -0.5% | +0.9% | +0.6% |
| 30D | -7.3% | +25.2% | -32.5% | -17.6% |
| 3M | +1.4% | +27.8% | -26.4% | -10.9% |
| 6M | +7.8% | +27.2% | -19.5% | -5.1% |
| YTD | +44.5% | +48.2% | -3.6% | +18.4% |
| 1Y | +37.0% | +34.7% | +2.3% | +17.3% |
| 3Y | +40.8% | +62.2% | -21.4% | +8.8% |
| 5Y | +88.7% | +130.9% | -42.3% | +18.3% |
| 10Y | +49.9% | +73.4% | -23.6% | -19.3% |
| All | +49.9% | +72.2% | -22.3% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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