+84,752.5%
MU vs XOM
+4,471.0%
+80,281.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.4% | +10.5% | +11.2% |
| 7D | +2.0% | -1.5% | +3.5% | +3.1% |
| 30D | -18.0% | -3.2% | -14.8% | -16.6% |
| 3M | -6.6% | +5.0% | -11.6% | -9.3% |
| 6M | +2.0% | +12.9% | -10.8% | -6.1% |
| YTD | +184.5% | +41.3% | +143.2% | +128.0% |
| 1Y | +236.9% | +43.2% | +193.7% | +167.8% |
| 3Y | +987.0% | +77.3% | +909.6% | +660.4% |
| 5Y | +1,014.6% | +204.8% | +809.8% | +444.5% |
| 10Y | +4,609.2% | +197.1% | +4,412.1% | +2,124.9% |
| All | +84,752.5% | +4,471.0% | +80,281.5% | +12,250.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling