+211.6%
XOM vs ALL
+161.6%
+50.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +2.8% | +5.0% | -2.2% | +1.6% |
| 30D | -3.6% | +13.3% | -17.0% | -6.8% |
| 3M | +8.2% | +3.2% | +5.1% | +7.1% |
| 6M | +14.0% | +25.3% | -11.3% | +7.0% |
| YTD | +44.6% | +30.5% | +14.1% | +33.6% |
| 1Y | +47.8% | +29.2% | +18.6% | +36.9% |
| 3Y | +79.6% | +119.1% | -39.5% | +38.4% |
| All | +211.6% | +161.6% | +50.0% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 5y: compounded portfolio wealth divided by compounded ALL 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…
5y analysis · Full analysis span regression · 6 months rolling