+423.1%
DXCM vs XOP
+47.9%
+375.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | -4.4% | -10.0% | +5.7% | -2.6% |
| 30D | -3.6% | -9.1% | +5.5% | -2.2% |
| 3M | -4.3% | +5.1% | -9.4% | -5.5% |
| 6M | +33.8% | +6.4% | +27.4% | +31.6% |
| YTD | +22.1% | +39.7% | -17.6% | +13.5% |
| 1Y | +47.4% | +37.2% | +10.2% | +37.3% |
| 3Y | -12.3% | +37.6% | -49.9% | -19.3% |
| 5Y | -49.1% | +76.5% | -125.6% | -55.8% |
| 10Y | +423.1% | +42.6% | +380.5% | +329.6% |
| All | +423.1% | +47.9% | +375.2% | +329.6% |
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