+42.0%
XOP vs RY
+160.7%
-118.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.8% |
| 7D | +5.2% | -0.5% | +5.7% | +5.3% |
| 30D | -8.4% | +4.7% | -13.1% | -9.6% |
| 3M | +2.9% | -4.5% | +7.4% | +4.2% |
| 6M | +8.8% | +12.5% | -3.7% | +3.3% |
| YTD | +46.9% | +21.1% | +25.8% | +34.7% |
| 1Y | +41.5% | +38.6% | +2.8% | +19.8% |
| All | +42.0% | +160.7% | -118.7% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling