+50.2%
XOP vs RY
+371.6%
-321.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.4% | +2.4% |
| 7D | +0.6% | +2.7% | -2.1% | -2.2% |
| 30D | +16.5% | -1.0% | +17.5% | +17.3% |
| 3M | +15.7% | +7.6% | +8.1% | +5.9% |
| 6M | +19.2% | +29.5% | -10.3% | -11.5% |
| YTD | +55.0% | +24.2% | +30.8% | +19.8% |
| 1Y | +54.2% | +46.4% | +7.8% | -0.9% |
| 3Y | +35.9% | +159.4% | -123.5% | -56.4% |
| 5Y | +162.4% | +141.8% | +20.6% | -9.0% |
| 10Y | +50.2% | +373.9% | -323.7% | -71.8% |
| All | +50.2% | +371.6% | -321.5% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling