+1,611.9%
BE vs XOM
+56.9%
+1,554.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.1% |
| 7D | +9.7% | +1.9% | +7.9% | +9.4% |
| 30D | +22.4% | +4.1% | +18.3% | +21.2% |
| 3M | +10.4% | +10.4% | -0.1% | +8.0% |
| 6M | +67.9% | +13.0% | +54.8% | +59.3% |
| YTD | +197.5% | +40.1% | +157.4% | +158.4% |
| 1Y | +310.6% | +51.1% | +259.4% | +243.1% |
| All | +1,611.9% | +56.9% | +1,554.9% | +1,170.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 3y: compounded portfolio wealth divided by compounded XOM 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…
3y analysis · Full analysis span regression · 6 months rolling