+1,346.4%
MU vs XOM
+265.0%
+1,081.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.5% | +2.5% |
| 7D | +7.5% | 0.0% | +7.4% | +7.5% |
| 30D | +19.4% | +3.4% | +15.9% | +18.8% |
| 3M | +9.8% | +11.0% | -1.2% | +8.1% |
| 6M | +164.1% | +10.6% | +153.5% | +157.1% |
| YTD | +260.3% | +39.2% | +221.1% | +229.4% |
| 1Y | +661.2% | +52.7% | +608.5% | +577.0% |
| 3Y | +1,380.8% | +56.8% | +1,324.1% | +1,206.2% |
| 5Y | +1,346.4% | +261.8% | +1,084.6% | +984.7% |
| All | +1,346.4% | +265.0% | +1,081.4% | +984.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling