+351.3%
DAL vs XOP
+42.5%
+308.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.1% |
| 7D | +0.1% | +2.6% | -2.4% | -0.9% |
| 30D | -13.9% | +15.4% | -29.4% | -18.6% |
| 3M | +1.1% | +12.1% | -11.0% | -4.1% |
| 6M | +26.2% | +19.7% | +6.6% | +15.1% |
| YTD | +16.4% | +52.4% | -36.0% | -3.8% |
| 1Y | +33.9% | +47.6% | -13.7% | +11.4% |
| 3Y | +93.4% | +34.4% | +59.0% | +65.2% |
| 5Y | +106.4% | +154.4% | -48.0% | +32.9% |
| 10Y | +143.0% | +54.7% | +88.3% | +61.2% |
| All | +351.3% | +42.5% | +308.7% | +76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling