+125.6%
DAL vs XOP
+44.9%
+80.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | +10.7% | -8.4% | +19.1% | +14.3% |
| 30D | +12.5% | -8.4% | +20.9% | +15.7% |
| 3M | +3.6% | +0.2% | +3.5% | +2.4% |
| 6M | +26.7% | +7.2% | +19.5% | +19.9% |
| YTD | +34.3% | +40.8% | -6.5% | +10.6% |
| 1Y | +59.1% | +36.3% | +22.8% | +32.7% |
| 3Y | +179.9% | +37.2% | +142.7% | +129.4% |
| 5Y | +119.1% | +86.6% | +32.5% | +48.8% |
| 10Y | +125.6% | +44.0% | +81.6% | +19.2% |
| All | +125.6% | +44.9% | +80.7% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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