+52.6%
XOM vs DOCS
-47.4%
+100.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +6.3% | -11.0% | -4.2% |
| 7D | -7.0% | +1.2% | -8.2% | -6.8% |
| 30D | +3.2% | +21.3% | -18.1% | +4.6% |
| 3M | +10.7% | +58.4% | -47.7% | +14.3% |
| 6M | +11.6% | +39.3% | -27.7% | +14.7% |
| YTD | +43.5% | -21.7% | +65.2% | +40.5% |
| 1Y | +52.6% | -47.3% | +99.9% | +47.2% |
| All | +52.6% | -47.4% | +100.0% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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