+79.6%
XOM vs BA
-15.7%
+95.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -1.1% | +3.9% | +2.9% |
| 30D | -3.6% | -7.1% | +3.5% | -3.5% |
| 3M | +8.2% | -25.5% | +33.8% | +8.8% |
| 6M | +14.0% | -28.7% | +42.8% | +15.0% |
| YTD | +44.6% | -21.0% | +65.6% | +44.4% |
| 1Y | +47.8% | -11.9% | +59.6% | +45.6% |
| 3Y | +79.6% | -16.2% | +95.7% | +65.0% |
| All | +79.6% | -15.7% | +95.3% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling