+85.6%
XOP vs DLTR
+1,330.7%
-1,245.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.6% | +7.3% | +2.9% |
| 7D | +0.6% | -5.8% | +6.4% | +1.8% |
| 30D | +16.5% | -5.2% | +21.8% | +17.7% |
| 3M | +15.7% | +15.2% | +0.5% | +11.6% |
| 6M | +19.2% | +7.1% | +12.1% | +15.6% |
| YTD | +55.0% | +0.8% | +54.1% | +51.9% |
| 1Y | +54.2% | +24.8% | +29.4% | +43.1% |
| 3Y | +35.9% | +6.9% | +29.0% | +26.2% |
| 5Y | +162.4% | +33.2% | +129.2% | +123.4% |
| 10Y | +50.2% | +51.6% | -1.4% | +17.7% |
| All | +85.6% | +1,330.7% | -1,245.1% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 all: compounded portfolio wealth divided by compounded DLTR 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…
all analysis · Full analysis span regression · 6 months rolling