+324.3%
DOCN vs XOP
+33.7%
+290.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.3% |
| 7D | +1.1% | +2.6% | -1.4% | -0.3% |
| 30D | -9.6% | +15.4% | -25.1% | -16.5% |
| 3M | -37.7% | +12.1% | -49.7% | -41.6% |
| 6M | +115.2% | +19.7% | +95.5% | +91.0% |
| YTD | +133.7% | +52.4% | +81.3% | +77.5% |
| 1Y | +250.2% | +47.6% | +202.6% | +169.7% |
| All | +324.3% | +33.7% | +290.6% | +212.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling