-10.0%
DHR vs XOP
+94.3%
-104.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.2% |
| 7D | +1.2% | +6.3% | -5.1% | +0.1% |
| 30D | +3.7% | -6.6% | +10.3% | +4.9% |
| 3M | +14.5% | +3.6% | +10.9% | +13.4% |
| 6M | +40.9% | +10.8% | +30.2% | +37.2% |
| YTD | +2.4% | +48.3% | -45.9% | -7.8% |
| 1Y | +6.1% | +42.9% | -36.8% | -3.6% |
| 3Y | +21.0% | +43.3% | -22.3% | +7.6% |
| All | -10.0% | +94.3% | -104.4% | -19.4% |
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 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