-39.3%
NFLX vs XOM
+53.6%
-92.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.6% | +9.3% | +4.5% |
| 7D | +7.1% | -7.0% | +14.1% | +6.9% |
| 30D | -1.6% | +3.2% | -4.9% | -1.9% |
| 3M | -9.8% | +10.7% | -20.4% | -10.2% |
| 6M | -27.1% | +11.6% | -38.7% | -27.2% |
| YTD | -29.2% | +43.5% | -72.7% | -28.3% |
| 1Y | -39.3% | +52.6% | -91.9% | -38.8% |
| All | -39.3% | +53.6% | -92.9% | -38.8% |
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 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