+3,027.0%
XOM vs DAR
+1,481.7%
+1,545.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.3% | +1.7% |
| 7D | +2.7% | +9.2% | -6.5% | +2.0% |
| 30D | -2.5% | -12.3% | +9.8% | -1.6% |
| 3M | +7.0% | -12.7% | +19.7% | +8.0% |
| 6M | +14.2% | -12.8% | +27.0% | +15.3% |
| YTD | +43.9% | +53.8% | -9.9% | +39.4% |
| 1Y | +47.9% | +60.3% | -12.4% | +42.8% |
| 3Y | +80.6% | +31.7% | +48.8% | +75.1% |
| 5Y | +212.8% | -27.7% | +240.5% | +214.5% |
| 10Y | +202.6% | +309.8% | -107.2% | +174.9% |
| All | +3,027.0% | +1,481.7% | +1,545.3% | +2,593.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling