+52.6%
XOM vs BA
-12.3%
+64.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.7% | -4.1% |
| 7D | -7.0% | +5.9% | -12.9% | -5.8% |
| 30D | +3.2% | -8.2% | +11.4% | +1.5% |
| 3M | +10.7% | -25.4% | +36.0% | +3.0% |
| 6M | +11.6% | -20.0% | +31.6% | +6.6% |
| YTD | +43.5% | -18.5% | +62.0% | +38.5% |
| 1Y | +52.6% | -10.6% | +63.2% | +49.3% |
| All | +52.6% | -12.3% | +64.9% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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