+104,499.0%
MU vs XOM
+4,305.1%
+100,193.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.4% | -2.0% |
| 7D | +7.2% | -2.4% | +9.5% | +8.4% |
| 30D | +14.0% | +5.7% | +8.3% | +10.5% |
| 3M | +5.4% | +6.6% | -1.2% | +0.7% |
| 6M | +170.3% | +7.7% | +162.6% | +152.1% |
| YTD | +250.7% | +36.2% | +214.5% | +187.0% |
| 1Y | +662.1% | +50.5% | +611.6% | +489.4% |
| 3Y | +1,341.2% | +53.4% | +1,287.8% | +984.5% |
| 5Y | +1,319.3% | +254.2% | +1,065.2% | +535.0% |
| 10Y | +5,778.3% | +177.9% | +5,600.4% | +2,777.3% |
| All | +104,499.0% | +4,305.1% | +100,193.9% | +15,444.5% |
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