+116.4%
DOCN vs XOP
+45.9%
+70.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -6.4% | -0.8% | -6.4% |
| 7D | -20.0% | -10.5% | -9.5% | -19.1% |
| 30D | -38.8% | -4.3% | -34.4% | -38.6% |
| 3M | -34.8% | +4.7% | -39.5% | -36.0% |
| 6M | -22.8% | -0.1% | -22.7% | -24.0% |
| YTD | +74.6% | +43.8% | +30.8% | +66.3% |
| 1Y | +116.4% | +45.3% | +71.2% | +107.3% |
| All | +116.4% | +45.9% | +70.6% | +107.3% |
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 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