+51.6%
XOM vs A
+14.9%
+36.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.5% |
| 7D | +1.9% | -4.6% | +6.4% | +1.3% |
| 30D | +4.1% | -4.3% | +8.3% | +3.6% |
| 3M | +10.4% | +8.9% | +1.5% | +11.6% |
| 6M | +13.0% | +24.5% | -11.5% | +16.4% |
| YTD | +40.1% | +5.8% | +34.2% | +43.2% |
| All | +51.6% | +14.9% | +36.7% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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