+47.8%
XOM vs DAR
+61.9%
-14.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.1% |
| 7D | +2.8% | +11.6% | -8.7% | -0.7% |
| 30D | -3.6% | -10.2% | +6.6% | -0.5% |
| 3M | +8.2% | -14.8% | +23.1% | +13.3% |
| 6M | +14.0% | -10.1% | +24.1% | +17.1% |
| YTD | +44.6% | +55.5% | -10.9% | +35.3% |
| 1Y | +47.8% | +61.7% | -13.9% | +38.6% |
| All | +47.8% | +61.9% | -14.1% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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