+257.2%
XOM vs BEN
+36.0%
+221.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +4.1% | -3.1% | +7.2% | +4.6% |
| 30D | +4.6% | +0.2% | +4.4% | +4.5% |
| 3M | +14.0% | +6.8% | +7.1% | +12.3% |
| 6M | +11.0% | +38.1% | -27.1% | +3.4% |
| YTD | +40.7% | +44.3% | -3.6% | +29.5% |
| 1Y | +52.3% | +42.6% | +9.7% | +40.3% |
| 3Y | +60.5% | +52.3% | +8.2% | +42.3% |
| All | +257.2% | +36.0% | +221.2% | +215.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling