+45.3%
XOP vs DKS
-29.5%
+74.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +7.7% | -14.1% | -6.0% |
| 7D | -10.5% | +8.4% | -19.0% | -10.1% |
| 30D | -4.3% | +7.7% | -12.0% | -4.0% |
| 3M | +4.7% | -25.8% | +30.4% | +3.8% |
| 6M | -0.1% | -31.0% | +30.9% | -1.2% |
| YTD | +43.8% | -23.8% | +67.6% | +39.8% |
| 1Y | +45.3% | -29.8% | +75.1% | +43.9% |
| All | +45.3% | -29.5% | +74.8% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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