+78.7%
XOM vs DAR
+32.2%
+46.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.3% | +1.4% |
| 7D | +2.7% | +9.2% | -6.5% | +0.8% |
| 30D | -2.5% | -12.3% | +9.8% | +0.1% |
| 3M | +7.0% | -12.7% | +19.7% | +9.8% |
| 6M | +14.2% | -12.8% | +27.0% | +17.1% |
| YTD | +43.9% | +53.8% | -9.9% | +33.1% |
| 1Y | +47.9% | +60.3% | -12.4% | +35.6% |
| All | +78.7% | +32.2% | +46.5% | +61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling