+45.5%
DAL vs XOP
+42.7%
+2.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | +0.1% |
| 7D | -1.1% | +6.3% | -7.4% | +2.2% |
| 30D | +12.8% | -6.6% | +19.4% | +9.5% |
| 3M | -5.3% | +3.6% | -8.8% | -2.9% |
| 6M | +22.4% | +10.8% | +11.6% | +30.7% |
| YTD | +25.6% | +48.3% | -22.7% | +32.4% |
| 1Y | +45.5% | +42.9% | +2.6% | +57.3% |
| All | +45.5% | +42.7% | +2.8% | +57.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling