+11.8%
DIA vs XOP
+42.7%
-30.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.2% |
| 7D | +2.1% | +6.3% | -4.2% | +2.9% |
| 30D | +1.5% | -6.6% | +8.1% | +0.6% |
| 3M | -2.4% | +3.6% | -6.0% | -1.9% |
| 6M | +6.0% | +10.8% | -4.8% | +7.6% |
| YTD | +10.1% | +48.3% | -38.2% | +8.5% |
| 1Y | +11.8% | +42.9% | -31.1% | +10.7% |
| All | +11.8% | +42.7% | -30.9% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling