+53.9%
DOCN vs XOP
+37.2%
+16.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -12.1% | -8.4% | -3.8% | -11.0% |
| 30D | -41.0% | -8.4% | -32.7% | -40.3% |
| 3M | -38.7% | +0.2% | -38.9% | -39.3% |
| 6M | -51.5% | +7.2% | -58.7% | -52.5% |
| YTD | +65.3% | +40.8% | +24.4% | +56.6% |
| 1Y | +53.9% | +36.3% | +17.6% | +49.1% |
| All | +53.9% | +37.2% | +16.7% | +49.1% |
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