+42.9%
XOP vs DAR
+61.9%
-18.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.4% |
| 7D | +6.3% | +11.6% | -5.2% | +1.1% |
| 30D | -6.6% | -10.2% | +3.7% | -2.2% |
| 3M | +3.6% | -14.8% | +18.4% | +10.6% |
| 6M | +10.8% | -10.1% | +20.8% | +15.1% |
| YTD | +48.3% | +55.5% | -7.3% | +33.1% |
| 1Y | +42.9% | +61.7% | -18.7% | +27.7% |
| All | +42.9% | +61.9% | -18.9% | +27.7% |
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