+719.8%
MU vs XOM
+46.4%
+673.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +5.0% |
| 7D | +9.0% | +1.8% | +7.2% | +10.2% |
| 30D | +13.8% | +5.9% | +8.0% | +18.3% |
| 3M | +2.1% | +5.6% | -3.5% | +7.6% |
| 6M | +153.8% | +7.9% | +145.9% | +165.5% |
| YTD | +256.4% | +35.2% | +221.2% | +304.0% |
| 1Y | +719.8% | +46.0% | +673.8% | +868.1% |
| All | +719.8% | +46.4% | +673.4% | +868.1% |
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