+250.2%
DOCN vs XOP
+49.8%
+200.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.0% |
| 7D | +1.1% | +2.6% | -1.4% | +0.6% |
| 30D | -9.6% | +15.4% | -25.1% | -12.4% |
| 3M | -37.7% | +12.1% | -49.7% | -39.1% |
| 6M | +115.2% | +19.7% | +95.5% | +103.2% |
| YTD | +133.7% | +52.4% | +81.3% | +113.8% |
| 1Y | +250.2% | +47.6% | +202.6% | +221.2% |
| All | +250.2% | +49.8% | +200.4% | +221.2% |
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