+203.8%
DHR vs XOP
+58.6%
+145.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | +2.6% | -6.2% | -4.0% |
| 30D | -2.7% | +9.6% | -12.3% | -4.0% |
| 3M | +10.9% | +20.4% | -9.4% | +7.8% |
| 6M | +3.0% | +19.9% | -16.9% | -0.2% |
| YTD | -12.2% | +56.4% | -68.6% | -18.4% |
| 1Y | +3.3% | +52.4% | -49.1% | -3.8% |
| 3Y | -8.2% | +39.9% | -48.1% | -14.2% |
| 5Y | -29.9% | +163.7% | -193.6% | -39.9% |
| All | +203.8% | +58.6% | +145.2% | +158.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling