+48.2%
XOP vs DECK
+874.1%
-825.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -14.7% | +5.8% | -20.5% | -16.0% |
| 30D | -7.7% | +7.9% | -15.6% | -9.6% |
| 3M | +4.4% | -11.4% | +15.8% | +6.8% |
| 6M | +3.5% | -16.6% | +20.1% | +6.5% |
| YTD | +39.4% | -16.4% | +55.8% | +41.0% |
| 1Y | +39.8% | +8.6% | +31.1% | +31.3% |
| 3Y | +29.7% | -15.1% | +44.8% | +20.4% |
| 5Y | +78.6% | +22.9% | +55.7% | +41.9% |
| All | +48.2% | +874.1% | -825.9% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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