+163.4%
XOP vs DBX
+8.4%
+154.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.1% |
| 7D | +1.6% | -1.8% | +3.5% | +2.1% |
| 30D | +9.6% | +2.8% | +6.7% | +8.6% |
| 3M | +16.9% | +26.8% | -9.8% | +9.2% |
| 6M | +24.0% | +32.8% | -8.7% | +13.4% |
| YTD | +56.2% | +26.1% | +30.1% | +44.8% |
| 1Y | +51.8% | +14.1% | +37.7% | +44.5% |
| 3Y | +37.0% | +25.7% | +11.2% | +22.0% |
| 5Y | +163.4% | +11.2% | +152.2% | +123.9% |
| All | +163.4% | +8.4% | +154.9% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 5y: compounded portfolio wealth divided by compounded DBX 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…
5y analysis · Full analysis span regression · 6 months rolling