+82.5%
XOP vs DRI
+1,081.5%
-998.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +2.6% | +0.6% | +2.0% | +2.3% |
| 30D | +15.4% | +3.8% | +11.6% | +13.5% |
| 3M | +12.1% | +13.0% | -1.0% | +5.7% |
| 6M | +19.7% | +8.3% | +11.4% | +14.1% |
| YTD | +52.4% | +20.6% | +31.8% | +38.2% |
| 1Y | +47.6% | +6.5% | +41.1% | +40.2% |
| 3Y | +34.4% | +53.7% | -19.3% | +7.1% |
| 5Y | +154.4% | +72.7% | +81.7% | +88.8% |
| 10Y | +54.7% | +363.2% | -308.5% | -28.6% |
| All | +82.5% | +1,081.5% | -998.9% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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