+51.6%
XOM vs BB
+100.5%
-48.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +0.5% |
| 7D | +1.9% | -2.1% | +3.9% | +1.7% |
| 30D | +4.1% | -16.0% | +20.1% | +3.2% |
| 3M | +10.4% | -14.5% | +24.9% | +9.5% |
| 6M | +13.0% | +118.6% | -105.5% | +20.7% |
| YTD | +40.1% | +98.9% | -58.9% | +49.2% |
| All | +51.6% | +100.5% | -48.9% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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