+82.5%
XOP vs DAR
+1,355.1%
-1,272.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.5% |
| 7D | +2.6% | +1.4% | +1.2% | +1.9% |
| 30D | +15.4% | +12.8% | +2.7% | +9.0% |
| 3M | +12.1% | +7.4% | +4.7% | +8.1% |
| 6M | +19.7% | +22.3% | -2.6% | +8.6% |
| YTD | +52.4% | +81.1% | -28.7% | +15.6% |
| 1Y | +47.6% | +106.5% | -58.9% | +4.3% |
| 3Y | +34.4% | +5.3% | +29.1% | +20.9% |
| 5Y | +154.4% | -11.5% | +165.9% | +142.1% |
| 10Y | +54.7% | +353.3% | -298.7% | -32.0% |
| All | +82.5% | +1,355.1% | -1,272.6% | -46.8% |
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