+163.4%
XOP vs DOV
+13.3%
+150.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.4% | +1.2% |
| 7D | +1.6% | -1.9% | +3.6% | +2.5% |
| 30D | +9.6% | -9.9% | +19.5% | +15.0% |
| 3M | +16.9% | -12.1% | +29.0% | +23.3% |
| 6M | +24.0% | -10.4% | +34.5% | +27.7% |
| YTD | +56.2% | -3.3% | +59.5% | +53.2% |
| 1Y | +51.8% | +7.8% | +44.0% | +38.8% |
| 3Y | +37.0% | +36.3% | +0.6% | +7.2% |
| 5Y | +163.4% | +14.8% | +148.6% | +124.1% |
| All | +163.4% | +13.3% | +150.1% | +124.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling