+54.8%
XOP vs RRC
+6.5%
+48.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +1.6% | -1.2% | +2.8% | +2.2% |
| 30D | +9.6% | +3.0% | +6.6% | +8.0% |
| 3M | +16.9% | +7.3% | +9.6% | +13.0% |
| 6M | +24.0% | +3.6% | +20.5% | +22.1% |
| YTD | +56.2% | +19.4% | +36.8% | +43.4% |
| 1Y | +51.8% | +21.4% | +30.4% | +37.8% |
| 3Y | +37.0% | +32.8% | +4.2% | +17.6% |
| 5Y | +163.4% | +152.0% | +11.4% | +61.2% |
| All | +54.8% | +6.5% | +48.3% | +7.5% |
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