+52.4%
XOP vs DKS
-39.2%
+91.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | +0.1% |
| 7D | +2.6% | -3.0% | +5.6% | +2.7% |
| 30D | +9.6% | -33.4% | +43.0% | +10.1% |
| 3M | +20.4% | -39.4% | +59.7% | +21.0% |
| 6M | +19.9% | -30.1% | +50.0% | +17.2% |
| YTD | +56.4% | -31.0% | +87.4% | +52.4% |
| 1Y | +52.4% | -40.2% | +92.6% | +55.3% |
| All | +52.4% | -39.2% | +91.6% | +55.3% |
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