+87.1%
DOCN vs XOP
+148.1%
-61.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | -12.1% | -8.4% | -3.8% | -8.5% |
| 30D | -41.0% | -8.4% | -32.7% | -38.9% |
| 3M | -38.7% | +0.2% | -38.9% | -39.2% |
| 6M | -51.5% | +7.2% | -58.7% | -53.5% |
| YTD | +65.3% | +40.8% | +24.4% | +38.0% |
| 1Y | +53.9% | +36.3% | +17.6% | +30.3% |
| 3Y | +215.6% | +37.2% | +178.4% | +162.8% |
| 5Y | -26.2% | +86.6% | -112.8% | -46.5% |
| All | +87.1% | +148.1% | -61.0% | +17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling