+45.3%
XOP vs RVTY
+74.0%
-28.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.5% | -3.9% | -6.5% |
| 7D | -10.5% | -3.6% | -7.0% | -10.8% |
| 30D | -4.3% | +1.4% | -5.7% | -4.2% |
| 3M | +4.7% | +43.2% | -38.5% | +8.1% |
| 6M | -0.1% | +84.5% | -84.6% | +5.8% |
| YTD | +43.8% | +65.2% | -21.4% | +52.3% |
| 1Y | +45.3% | +74.3% | -29.0% | +54.6% |
| All | +45.3% | +74.0% | -28.7% | +54.6% |
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