+366.0%
WDC vs XOM
+53.3%
+312.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.4% | -2.7% |
| 7D | -4.3% | +4.1% | -8.4% | -2.2% |
| 30D | -1.5% | +4.6% | -6.1% | +1.1% |
| 3M | -15.5% | +14.0% | -29.4% | -7.8% |
| 6M | +66.5% | +11.0% | +55.5% | +76.6% |
| YTD | +159.9% | +40.7% | +119.2% | +219.9% |
| 1Y | +366.0% | +52.3% | +313.6% | +531.4% |
| All | +366.0% | +53.3% | +312.6% | +531.4% |
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