+318.3%
INTC vs XOM
+53.3%
+265.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.2% | +2.9% |
| 7D | +7.5% | +4.1% | +3.4% | +9.7% |
| 30D | +2.0% | +4.6% | -2.6% | +4.6% |
| 3M | -12.0% | +14.0% | -25.9% | -4.2% |
| 6M | +114.5% | +11.0% | +103.6% | +122.7% |
| YTD | +179.0% | +40.7% | +138.3% | +182.4% |
| 1Y | +318.3% | +52.3% | +266.0% | +323.5% |
| All | +318.3% | +53.3% | +265.0% | +323.5% |
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