+4,419.1%
XOM vs BBY
+73,762.8%
-69,343.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +1.9% | +0.7% | +1.2% | +1.8% |
| 30D | +4.1% | +5.8% | -1.7% | +3.5% |
| 3M | +10.4% | +18.0% | -7.6% | +8.5% |
| 6M | +13.0% | +39.8% | -26.8% | +9.0% |
| YTD | +40.1% | +35.4% | +4.7% | +35.4% |
| 1Y | +51.1% | +21.4% | +29.7% | +47.3% |
| 3Y | +57.7% | +39.5% | +18.2% | +50.3% |
| 5Y | +264.7% | -0.5% | +265.2% | +254.3% |
| 10Y | +193.1% | +240.0% | -47.0% | +155.9% |
| All | +4,419.1% | +73,762.8% | -69,343.7% | +3,278.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling