+56.2%
XOP vs DAR
+364.6%
-308.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | +1.0% | -0.2% | +1.1% | +1.0% |
| 30D | +10.8% | +7.4% | +3.4% | +6.6% |
| 3M | +19.5% | +15.7% | +3.8% | +10.5% |
| 6M | +21.6% | +30.0% | -8.4% | +5.9% |
| YTD | +55.8% | +87.5% | -31.7% | +12.7% |
| 1Y | +54.6% | +113.4% | -58.7% | +3.6% |
| 3Y | +36.6% | +15.3% | +21.3% | +17.3% |
| 5Y | +160.6% | -4.3% | +165.0% | +138.5% |
| 10Y | +56.2% | +380.2% | -323.9% | -42.6% |
| All | +56.2% | +364.6% | -308.4% | -42.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling