+261.8%
XOM vs BAC
+74.2%
+187.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.8% |
| 3M | +11.0% | +15.7% | -4.7% | +5.9% |
| 6M | +10.6% | +32.2% | -21.6% | +0.7% |
| YTD | +39.2% | +15.8% | +23.4% | +32.2% |
| 1Y | +52.7% | +27.3% | +25.5% | +39.9% |
| 3Y | +56.8% | +137.5% | -80.7% | +10.8% |
| 5Y | +261.8% | +73.1% | +188.7% | +167.3% |
| All | +261.8% | +74.2% | +187.6% | +167.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling