+4,770.1%
DELL vs XOP
+60.2%
+4,709.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.3% |
| 7D | +25.6% | +0.6% | +25.0% | +25.4% |
| 30D | +17.7% | +16.5% | +1.1% | +11.5% |
| 3M | +33.4% | +15.7% | +17.7% | +26.4% |
| 6M | +266.2% | +19.2% | +247.0% | +240.3% |
| YTD | +328.0% | +55.0% | +273.0% | +263.7% |
| 1Y | +339.6% | +54.2% | +285.4% | +273.1% |
| 3Y | +694.6% | +35.9% | +658.7% | +599.7% |
| 5Y | +1,122.0% | +162.4% | +959.6% | +764.8% |
| 10Y | +4,062.5% | +50.2% | +4,012.3% | +2,780.8% |
| All | +4,770.1% | +60.2% | +4,709.9% | +3,144.6% |
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 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