+13,193.3%
GOOGL vs XOM
+657.4%
+12,535.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.5% | -3.1% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -7.5% | +3.4% | -10.9% | -8.7% |
| 3M | -9.2% | +11.0% | -20.2% | -13.1% |
| 6M | +8.1% | +10.6% | -2.6% | +2.4% |
| YTD | +5.8% | +39.2% | -33.4% | -8.7% |
| 1Y | +38.3% | +52.7% | -14.4% | +14.7% |
| 3Y | +144.8% | +56.8% | +88.0% | +95.9% |
| 5Y | +132.5% | +261.8% | -129.2% | +23.1% |
| 10Y | +746.7% | +191.3% | +555.4% | +366.4% |
| All | +13,193.3% | +657.4% | +12,535.9% | +5,392.3% |
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