+68.6%
XOP vs DAR
+1,051.1%
-982.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.6% |
| 7D | -8.4% | -3.8% | -4.5% | -6.7% |
| 30D | -8.4% | -14.4% | +6.1% | -1.7% |
| 3M | +0.2% | -17.9% | +18.1% | +9.1% |
| 6M | +7.2% | -18.3% | +25.5% | +16.8% |
| YTD | +40.8% | +43.2% | -2.4% | +18.6% |
| 1Y | +36.3% | +57.7% | -21.4% | +9.5% |
| 3Y | +37.2% | +22.7% | +14.5% | +15.4% |
| 5Y | +86.6% | -34.0% | +120.7% | +103.0% |
| 10Y | +44.0% | +279.5% | -235.4% | -31.3% |
| All | +68.6% | +1,051.1% | -982.5% | -45.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling