+153.0%
DASH vs XOP
+33.7%
+119.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.5% |
| 7D | -10.6% | +2.6% | -13.1% | -10.9% |
| 30D | +2.2% | +15.4% | -13.3% | -0.2% |
| 3M | +32.3% | +12.1% | +20.2% | +29.5% |
| 6M | +19.1% | +19.7% | -0.6% | +13.3% |
| YTD | -6.5% | +52.4% | -58.9% | -17.9% |
| 1Y | -14.9% | +47.6% | -62.4% | -24.7% |
| All | +153.0% | +33.7% | +119.3% | +120.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling