+49.9%
XOP vs DPZ
+129.5%
-79.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.1% | +2.7% |
| 7D | +0.5% | -3.5% | +4.0% | +0.9% |
| 30D | -7.3% | +5.7% | -13.0% | -8.0% |
| 3M | +1.4% | -7.5% | +8.9% | +2.1% |
| 6M | +7.8% | +6.2% | +1.5% | +6.4% |
| YTD | +44.5% | -19.8% | +64.3% | +47.6% |
| 1Y | +37.0% | -18.0% | +55.0% | +39.5% |
| 3Y | +40.8% | -8.8% | +49.6% | +40.8% |
| 5Y | +88.7% | -30.2% | +118.8% | +90.9% |
| 10Y | +49.9% | +132.0% | -82.1% | +34.6% |
| All | +49.9% | +129.5% | -79.7% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 10y: compounded portfolio wealth divided by compounded DPZ 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…
10y analysis · Full analysis span regression · 6 months rolling