+43.2%
KO vs XOM
+53.6%
-10.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.6% | +5.7% | +1.5% |
| 7D | +4.4% | -7.0% | +11.4% | +5.2% |
| 30D | +10.7% | +3.2% | +7.5% | +10.2% |
| 3M | +11.3% | +10.7% | +0.7% | +9.9% |
| 6M | +24.0% | +11.6% | +12.4% | +22.0% |
| YTD | +39.7% | +43.5% | -3.8% | +27.6% |
| 1Y | +43.2% | +52.6% | -9.4% | +27.7% |
| All | +43.2% | +53.6% | -10.4% | +27.7% |
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