+289.3%
INTC vs XOM
+46.4%
+242.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.7% | +6.2% | +3.6% |
| 7D | +7.1% | +1.8% | +5.3% | +8.1% |
| 30D | -5.2% | +5.9% | -11.1% | -2.1% |
| 3M | -14.3% | +5.6% | -19.9% | -10.0% |
| 6M | +110.2% | +7.9% | +102.3% | +113.1% |
| YTD | +159.6% | +35.2% | +124.4% | +155.9% |
| 1Y | +289.3% | +46.0% | +243.3% | +282.2% |
| All | +289.3% | +46.4% | +242.9% | +282.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling