+1,528.7%
DHR vs XOP
+86.0%
+1,442.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.8% | -1.6% |
| 7D | -0.8% | +0.6% | -1.4% | -1.0% |
| 30D | +0.2% | +16.5% | -16.3% | -3.4% |
| 3M | +12.1% | +15.7% | -3.7% | +7.8% |
| 6M | +5.4% | +19.2% | -13.8% | +0.1% |
| YTD | -10.0% | +55.0% | -64.9% | -20.0% |
| 1Y | +4.1% | +54.2% | -50.1% | -7.6% |
| 3Y | -5.2% | +35.9% | -41.1% | -14.3% |
| 5Y | -28.2% | +162.4% | -190.6% | -46.4% |
| 10Y | +208.4% | +50.2% | +158.2% | +136.3% |
| All | +1,528.7% | +86.0% | +1,442.7% | +820.3% |
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 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