+60.5%
XOM vs DHI
+21.1%
+39.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.3% | +0.4% |
| 7D | +4.1% | -3.4% | +7.5% | +4.2% |
| 30D | +4.6% | -5.4% | +10.0% | +4.7% |
| 3M | +14.0% | -10.4% | +24.4% | +14.2% |
| 6M | +11.0% | -2.8% | +13.7% | +10.5% |
| YTD | +40.7% | -3.4% | +44.1% | +40.0% |
| 1Y | +52.3% | -22.9% | +75.2% | +54.5% |
| 3Y | +60.5% | +20.7% | +39.8% | +55.6% |
| All | +60.5% | +21.1% | +39.4% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling