+58.8%
XOM vs BEN
+53.1%
+5.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.8% | +2.4% |
| 7D | 0.0% | +3.4% | -3.3% | -0.3% |
| 30D | +3.4% | +1.8% | +1.7% | +3.2% |
| 3M | +11.0% | +8.4% | +2.6% | +9.9% |
| 6M | +10.6% | +35.6% | -25.0% | +6.2% |
| YTD | +39.2% | +46.4% | -7.2% | +31.7% |
| 1Y | +52.7% | +46.3% | +6.4% | +44.3% |
| All | +58.8% | +53.1% | +5.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling