+70.5%
DOCN vs XOP
+145.6%
-75.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | -19.2% | -14.7% | -4.4% | -13.3% |
| 30D | -43.1% | -7.7% | -35.4% | -41.2% |
| 3M | -40.7% | +4.4% | -45.1% | -42.3% |
| 6M | -55.0% | +3.5% | -58.5% | -56.2% |
| YTD | +50.6% | +39.4% | +11.2% | +26.3% |
| 1Y | +54.0% | +39.8% | +14.2% | +28.8% |
| 3Y | +203.9% | +29.7% | +174.2% | +158.6% |
| 5Y | -29.4% | +78.6% | -107.9% | -48.0% |
| All | +70.5% | +145.6% | -75.1% | +7.9% |
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