+47.6%
XOP vs RVTY
+57.1%
-9.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.9% |
| 7D | +2.6% | +1.1% | +1.5% | +2.6% |
| 30D | +15.4% | +13.2% | +2.2% | +16.2% |
| 3M | +12.1% | +27.2% | -15.2% | +13.7% |
| 6M | +19.7% | +32.4% | -12.7% | +23.7% |
| YTD | +52.4% | +34.9% | +17.5% | +55.7% |
| 1Y | +47.6% | +52.4% | -4.8% | +48.4% |
| All | +47.6% | +57.1% | -9.5% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling