+82.5%
XOP vs DOV
+800.4%
-717.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -1.6% |
| 7D | +2.6% | -2.7% | +5.2% | +4.6% |
| 30D | +15.4% | -8.1% | +23.5% | +23.0% |
| 3M | +12.1% | -9.4% | +21.5% | +18.9% |
| 6M | +19.7% | -12.6% | +32.3% | +28.1% |
| YTD | +52.4% | -0.5% | +52.9% | +46.2% |
| 1Y | +47.6% | +9.2% | +38.3% | +30.1% |
| 3Y | +34.4% | +34.1% | +0.2% | -2.7% |
| 5Y | +154.4% | +17.3% | +137.1% | +99.5% |
| 10Y | +54.7% | +284.9% | -230.2% | -55.7% |
| All | +82.5% | +800.4% | -717.9% | -77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling