+118.4%
DAL vs XOP
+90.1%
+28.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -1.7% |
| 7D | +2.3% | +0.5% | +1.9% | +2.2% |
| 30D | +14.3% | -7.3% | +21.6% | +16.1% |
| 3M | +1.3% | +1.4% | -0.1% | -0.1% |
| 6M | +29.3% | +7.8% | +21.5% | +23.7% |
| YTD | +33.0% | +44.5% | -11.5% | +10.8% |
| 1Y | +59.8% | +37.0% | +22.8% | +36.0% |
| 3Y | +177.2% | +40.8% | +136.4% | +127.4% |
| 5Y | +118.4% | +88.7% | +29.7% | +58.0% |
| All | +118.4% | +90.1% | +28.3% | +58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling