-14.9%
DASH vs XOP
+49.8%
-64.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.8% |
| 7D | -10.6% | +2.6% | -13.1% | -9.9% |
| 30D | +2.2% | +15.4% | -13.3% | +6.1% |
| 3M | +32.3% | +12.1% | +20.2% | +37.5% |
| 6M | +19.1% | +19.7% | -0.6% | +22.4% |
| YTD | -6.5% | +52.4% | -58.9% | -4.3% |
| 1Y | -14.9% | +47.6% | -62.4% | -11.4% |
| All | -14.9% | +49.8% | -64.7% | -11.4% |
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