+58.8%
XOM vs A
+29.6%
+29.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.7% | +2.3% |
| 7D | 0.0% | -4.4% | +4.4% | +0.4% |
| 30D | +3.4% | -2.7% | +6.1% | +3.6% |
| 3M | +11.0% | +7.0% | +4.0% | +10.3% |
| 6M | +10.6% | +24.6% | -14.0% | +8.1% |
| YTD | +39.2% | +7.0% | +32.2% | +39.0% |
| 1Y | +52.7% | +15.6% | +37.2% | +49.9% |
| All | +58.8% | +29.6% | +29.2% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling