+46.0%
XOM vs BBY
+27.1%
+18.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.2% | -4.9% | -1.5% |
| 7D | +1.8% | +9.5% | -7.7% | +2.3% |
| 30D | +5.9% | +6.8% | -1.0% | +6.4% |
| 3M | +5.6% | +28.9% | -23.3% | +7.2% |
| 6M | +7.9% | +37.8% | -29.9% | +10.4% |
| YTD | +35.2% | +38.7% | -3.6% | +38.7% |
| 1Y | +46.0% | +23.7% | +22.3% | +50.6% |
| All | +46.0% | +27.1% | +18.9% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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