+47.6%
XOP vs DOV
+11.5%
+36.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -0.8% |
| 7D | +2.6% | -2.7% | +5.2% | +2.5% |
| 30D | +15.4% | -8.1% | +23.5% | +15.1% |
| 3M | +12.1% | -9.4% | +21.5% | +11.7% |
| 6M | +19.7% | -12.6% | +32.3% | +20.6% |
| YTD | +52.4% | -0.5% | +52.9% | +47.9% |
| 1Y | +47.6% | +9.2% | +38.3% | +39.0% |
| All | +47.6% | +11.5% | +36.0% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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