+4,261.5%
XOM vs BEN
+4,913.3%
-651.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.5% | -5.2% | -2.7% |
| 7D | +1.8% | +0.2% | +1.5% | +1.6% |
| 30D | +5.9% | -0.5% | +6.4% | +5.8% |
| 3M | +5.6% | +9.7% | -4.2% | +2.4% |
| 6M | +7.9% | +33.9% | -26.0% | -1.7% |
| YTD | +35.2% | +49.0% | -13.8% | +19.3% |
| 1Y | +46.0% | +42.1% | +3.9% | +30.2% |
| 3Y | +55.0% | +51.9% | +3.2% | +32.3% |
| 5Y | +246.3% | +39.0% | +207.3% | +195.5% |
| 10Y | +181.0% | +57.9% | +123.1% | +124.3% |
| All | +4,261.5% | +4,913.3% | -651.8% | +2,039.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling