+47.7%
XOP vs RY
+375.2%
-327.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.1% |
| 7D | +2.6% | +3.1% | -0.5% | -0.7% |
| 30D | +15.4% | -0.3% | +15.8% | +15.4% |
| 3M | +12.1% | +8.7% | +3.4% | +1.7% |
| 6M | +19.7% | +28.5% | -8.9% | -10.4% |
| YTD | +52.4% | +25.1% | +27.3% | +16.9% |
| 1Y | +47.6% | +46.3% | +1.3% | -5.0% |
| 3Y | +34.4% | +154.9% | -120.6% | -55.9% |
| 5Y | +154.4% | +140.3% | +14.1% | -10.8% |
| All | +47.7% | +375.2% | -327.5% | -72.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling