+85.2%
XOP vs RRC
+114.1%
-29.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.1% |
| 7D | -10.0% | -10.3% | +0.3% | -4.5% |
| 30D | -9.1% | +19.5% | -28.5% | -18.7% |
| 3M | +5.1% | +27.9% | -22.8% | -9.7% |
| 6M | +6.4% | +21.2% | -14.8% | -5.8% |
| YTD | +39.7% | +39.6% | +0.2% | +14.2% |
| 1Y | +37.2% | +31.3% | +6.0% | +15.8% |
| 3Y | +37.6% | +51.9% | -14.3% | +5.0% |
| All | +85.2% | +114.1% | -29.0% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling