+35.9%
XOP vs RRC
+32.7%
+3.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +1.9% | +1.8% |
| 7D | +0.6% | -1.2% | +1.8% | +1.4% |
| 30D | +16.5% | +9.4% | +7.1% | +10.3% |
| 3M | +15.7% | +7.4% | +8.3% | +10.6% |
| 6M | +19.2% | +1.5% | +17.7% | +18.1% |
| YTD | +55.0% | +19.4% | +35.6% | +39.1% |
| 1Y | +54.2% | +24.2% | +30.0% | +34.3% |
| 3Y | +35.9% | +32.8% | +3.1% | +10.9% |
| All | +35.9% | +32.7% | +3.1% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling