+164.6%
DOCN vs XOP
+168.5%
-3.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.2% |
| 7D | +1.1% | +2.6% | -1.4% | -0.1% |
| 30D | -9.6% | +15.4% | -25.1% | -15.4% |
| 3M | -37.7% | +12.1% | -49.7% | -41.0% |
| 6M | +115.2% | +19.7% | +95.5% | +96.2% |
| YTD | +133.7% | +52.4% | +81.3% | +89.6% |
| 1Y | +250.2% | +47.6% | +202.6% | +187.3% |
| 3Y | +320.3% | +34.4% | +285.9% | +252.9% |
| 5Y | +53.1% | +154.4% | -101.3% | +0.4% |
| All | +164.6% | +168.5% | -3.9% | +62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling