+153.3%
XOP vs DKS
+14.7%
+138.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.3% |
| 7D | +2.6% | -2.0% | +4.7% | +2.9% |
| 30D | +9.6% | -32.7% | +42.3% | +16.1% |
| 3M | +20.4% | -38.8% | +59.2% | +29.4% |
| 6M | +19.9% | -29.4% | +49.3% | +24.2% |
| YTD | +56.4% | -30.3% | +86.7% | +62.1% |
| 1Y | +52.4% | -39.6% | +92.0% | +62.6% |
| 3Y | +39.9% | +32.2% | +7.7% | +23.9% |
| All | +153.3% | +14.7% | +138.6% | +126.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling