+228.8%
MU vs XOM
+48.0%
+180.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.3% |
| 7D | +12.8% | +2.8% | +10.0% | +14.2% |
| 30D | -14.9% | -3.6% | -11.2% | -16.6% |
| 3M | -18.0% | +8.2% | -26.3% | -13.1% |
| 6M | -3.1% | +14.0% | -17.2% | +8.0% |
| YTD | +172.9% | +44.6% | +128.3% | +209.6% |
| 1Y | +228.8% | +47.8% | +181.1% | +274.2% |
| All | +228.8% | +48.0% | +180.9% | +274.2% |
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