+257.2%
XOM vs ANET
+813.4%
-556.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.6% | -5.1% | +0.3% |
| 7D | +4.1% | +3.0% | +1.1% | +4.0% |
| 30D | +4.6% | -5.2% | +9.8% | +4.8% |
| 3M | +14.0% | +27.6% | -13.7% | +12.5% |
| 6M | +11.0% | +44.4% | -33.4% | +8.7% |
| YTD | +40.7% | +52.3% | -11.6% | +37.2% |
| 1Y | +52.3% | +30.4% | +21.9% | +49.7% |
| 3Y | +60.5% | +313.3% | -252.8% | +39.9% |
| All | +257.2% | +813.4% | -556.2% | +178.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 ANET 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