-3.1%
MU vs XOM
+15.2%
-18.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.3% |
| 7D | +12.8% | +2.8% | +10.0% | +14.4% |
| 30D | -14.9% | -3.6% | -11.2% | -16.9% |
| 3M | -18.0% | +8.2% | -26.3% | -9.9% |
| 6M | -3.1% | +14.0% | -17.2% | +15.8% |
| All | -3.1% | +15.2% | -18.3% | +15.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling