+1,008.9%
BE vs XOM
+179.0%
+829.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.7% | +8.9% | +9.2% |
| 7D | +29.8% | -2.4% | +32.1% | +31.5% |
| 30D | +26.4% | +5.7% | +20.7% | +21.3% |
| 3M | +9.3% | +6.6% | +2.8% | +3.1% |
| 6M | +105.1% | +7.7% | +97.4% | +88.3% |
| YTD | +219.0% | +36.2% | +182.9% | +151.1% |
| 1Y | +418.8% | +50.5% | +368.3% | +278.1% |
| 3Y | +1,784.6% | +53.4% | +1,731.2% | +1,219.6% |
| 5Y | +1,251.0% | +254.2% | +996.8% | +370.4% |
| All | +1,008.9% | +179.0% | +829.9% | +204.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling