+200.7%
XOM vs BBIO
+136.5%
+64.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | +3.5% | -3.3% | +6.8% | +3.7% |
| 30D | +3.8% | -9.4% | +13.1% | +4.2% |
| 3M | +13.0% | +8.4% | +4.7% | +12.4% |
| 6M | +7.1% | +4.3% | +2.9% | +6.6% |
| YTD | +39.9% | -5.4% | +45.3% | +39.7% |
| 1Y | +51.4% | +41.3% | +10.1% | +47.8% |
| 3Y | +53.7% | +144.4% | -90.7% | +43.6% |
| 5Y | +260.4% | +48.5% | +211.9% | +222.7% |
| All | +200.7% | +136.5% | +64.2% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 10y: compounded portfolio wealth divided by compounded BBIO 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…
10y analysis · Full analysis span regression · 6 months rolling