+72.9%
XOM vs DOCN
+189.9%
-117.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | +0.3% |
| 7D | -11.4% | -19.2% | +7.7% | -11.1% |
| 30D | +1.1% | -43.1% | +44.2% | +1.8% |
| 3M | +7.8% | -40.7% | +48.5% | +8.3% |
| 6M | +13.0% | -55.0% | +68.0% | +14.2% |
| YTD | +40.6% | +50.6% | -10.0% | +34.8% |
| 1Y | +49.1% | +54.0% | -4.9% | +42.7% |
| 3Y | +72.9% | +203.9% | -131.0% | +55.2% |
| All | +72.9% | +189.9% | -117.0% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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