+204.0%
XOM vs BIL
+26.1%
+177.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | -2.5% | +0.3% | -2.8% | -2.3% |
| 3M | +7.0% | +0.9% | +6.0% | +7.4% |
| 6M | +14.2% | +1.8% | +12.4% | +15.0% |
| YTD | +43.9% | +3.1% | +40.8% | +45.5% |
| 1Y | +47.9% | +3.7% | +44.2% | +49.8% |
| 3Y | +80.6% | +13.8% | +66.8% | +90.6% |
| 5Y | +212.8% | +20.2% | +192.6% | +237.8% |
| All | +204.0% | +26.1% | +177.9% | +202.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling