+248.3%
XOM vs BA
-1.7%
+250.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.8% |
| 7D | +1.8% | +1.2% | +0.6% | +1.6% |
| 30D | +5.9% | -11.6% | +17.5% | +7.3% |
| 3M | +5.6% | -2.4% | +7.9% | +5.5% |
| 6M | +7.9% | -6.6% | +14.5% | +8.0% |
| YTD | +35.2% | -2.2% | +37.4% | +34.2% |
| 1Y | +46.0% | -8.0% | +54.0% | +46.2% |
| 3Y | +55.0% | -5.0% | +60.0% | +51.6% |
| All | +248.3% | -1.7% | +250.0% | +232.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling