+58.8%
XOM vs BAC
+136.2%
-77.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.1% |
| 7D | 0.0% | +0.6% | -0.6% | -0.1% |
| 30D | +3.4% | -1.4% | +4.8% | +3.7% |
| 3M | +11.0% | +15.7% | -4.7% | +7.4% |
| 6M | +10.6% | +32.2% | -21.6% | +3.3% |
| YTD | +39.2% | +15.8% | +23.4% | +34.6% |
| 1Y | +52.7% | +27.3% | +25.5% | +43.1% |
| All | +58.8% | +136.2% | -77.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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