-37.8%
NFLX vs XOM
+46.4%
-84.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.7% | -5.3% |
| 7D | -4.2% | +1.8% | -6.0% | -4.2% |
| 30D | +5.5% | +5.9% | -0.4% | +5.3% |
| 3M | -4.1% | +5.6% | -9.6% | -4.1% |
| 6M | -20.7% | +7.9% | -28.5% | -20.8% |
| YTD | -16.5% | +35.2% | -51.7% | -15.0% |
| 1Y | -37.8% | +46.0% | -83.8% | -36.4% |
| All | -37.8% | +46.4% | -84.1% | -36.4% |
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