+45.3%
XOP vs DAR
+63.3%
-18.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.5% | -3.9% | -5.3% |
| 7D | -10.5% | -5.7% | -4.8% | -8.0% |
| 30D | -4.3% | -16.6% | +12.2% | +3.5% |
| 3M | +4.7% | -13.1% | +17.7% | +10.9% |
| 6M | -0.1% | -18.8% | +18.7% | +8.7% |
| YTD | +43.8% | +45.3% | -1.4% | +32.3% |
| 1Y | +45.3% | +60.6% | -15.4% | +30.3% |
| All | +45.3% | +63.3% | -18.0% | +30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling