+16,554.9%
INTC vs XOM
+4,305.1%
+12,249.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.7% | +8.3% | +8.7% |
| 7D | +17.4% | -2.4% | +19.8% | +18.6% |
| 30D | +2.8% | +5.7% | -2.9% | 0.0% |
| 3M | -5.3% | +6.6% | -11.8% | -8.9% |
| 6M | +140.6% | +7.7% | +132.9% | +126.6% |
| YTD | +183.1% | +36.2% | +146.9% | +139.3% |
| 1Y | +326.8% | +50.5% | +276.3% | +244.0% |
| 3Y | +179.4% | +53.4% | +126.1% | +120.3% |
| 5Y | +111.7% | +254.2% | -142.5% | +9.0% |
| 10Y | +253.8% | +177.9% | +75.9% | +93.3% |
| All | +16,554.9% | +4,305.1% | +12,249.8% | +3,067.9% |
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