+63,447.4%
NFLX vs XOM
+783.1%
+62,664.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.7% |
| 7D | -8.1% | 0.0% | -8.1% | -8.1% |
| 30D | -0.3% | +3.4% | -3.8% | -1.5% |
| 3M | -6.6% | +11.0% | -17.6% | -10.0% |
| 6M | -22.7% | +10.6% | -33.3% | -25.7% |
| YTD | -18.9% | +39.2% | -58.1% | -27.9% |
| 1Y | -39.8% | +52.7% | -92.5% | -48.2% |
| 3Y | +71.7% | +56.8% | +14.9% | +43.8% |
| 5Y | +27.2% | +261.8% | -234.6% | -22.7% |
| 10Y | +687.9% | +191.3% | +496.6% | +393.9% |
| All | +63,447.4% | +783.1% | +62,664.3% | +19,612.6% |
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