+7.4%
DASH vs XOP
+156.6%
-149.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.4% |
| 7D | -10.6% | +2.6% | -13.1% | -11.2% |
| 30D | +2.2% | +15.4% | -13.3% | -2.0% |
| 3M | +32.3% | +12.1% | +20.2% | +27.2% |
| 6M | +19.1% | +19.7% | -0.6% | +11.0% |
| YTD | -6.5% | +52.4% | -58.9% | -20.2% |
| 1Y | -14.9% | +47.6% | -62.4% | -26.8% |
| 3Y | +151.9% | +34.4% | +117.6% | +118.1% |
| All | +7.4% | +156.6% | -149.2% | -18.6% |
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