+52.6%
XOM vs DHI
+9.6%
+43.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +8.1% | -12.7% | -3.2% |
| 7D | -7.0% | +9.8% | -16.8% | -5.4% |
| 30D | +3.2% | +17.8% | -14.6% | +6.2% |
| 3M | +10.7% | +4.7% | +5.9% | +12.0% |
| 6M | +11.6% | +10.0% | +1.6% | +13.9% |
| YTD | +43.5% | +10.0% | +33.5% | +45.7% |
| 1Y | +52.6% | +9.1% | +43.5% | +55.2% |
| All | +52.6% | +9.6% | +43.0% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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