+54.6%
XOP vs RVTY
+43.7%
+11.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.5% | +3.1% | +0.4% |
| 7D | +1.0% | -5.4% | +6.4% | +0.7% |
| 30D | +10.8% | +6.7% | +4.1% | +11.2% |
| 3M | +19.5% | +19.0% | +0.4% | +20.7% |
| 6M | +21.6% | +34.6% | -13.1% | +24.1% |
| YTD | +55.8% | +28.3% | +27.6% | +58.7% |
| 1Y | +54.6% | +46.0% | +8.6% | +54.5% |
| All | +54.6% | +43.7% | +11.0% | +54.5% |
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