+54.0%
DOCN vs XOP
+40.9%
+13.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | -19.2% | -14.7% | -4.4% | -17.4% |
| 30D | -43.1% | -7.7% | -35.4% | -42.4% |
| 3M | -40.7% | +4.4% | -45.1% | -41.8% |
| 6M | -55.0% | +3.5% | -58.5% | -55.7% |
| YTD | +50.6% | +39.4% | +11.2% | +39.1% |
| 1Y | +54.0% | +39.8% | +14.2% | +41.1% |
| All | +54.0% | +40.9% | +13.0% | +41.1% |
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