+92.7%
XOP vs RY
+123.4%
-30.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +6.3% | +0.6% | +5.8% | +6.0% |
| 30D | -6.6% | +5.0% | -11.6% | -9.7% |
| 3M | +3.6% | -5.3% | +8.9% | +6.6% |
| 6M | +10.8% | +13.8% | -3.1% | -0.1% |
| YTD | +48.3% | +21.0% | +27.3% | +26.7% |
| 1Y | +42.9% | +40.5% | +2.4% | +8.1% |
| 3Y | +43.3% | +159.7% | -116.4% | -38.8% |
| All | +92.7% | +123.4% | -30.8% | -9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling