+271.7%
XOM vs BIL
+30.4%
+241.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.5% |
| 7D | +1.8% | +0.1% | +1.7% | +2.2% |
| 30D | +5.9% | +0.3% | +5.5% | +7.5% |
| 3M | +5.6% | +0.9% | +4.6% | +10.2% |
| 6M | +7.9% | +1.8% | +6.0% | +17.3% |
| YTD | +35.2% | +2.4% | +32.7% | +51.1% |
| 1Y | +46.0% | +3.7% | +42.3% | +73.0% |
| 3Y | +55.0% | +14.2% | +40.9% | +191.0% |
| 5Y | +246.3% | +19.4% | +226.9% | +714.5% |
| 10Y | +181.0% | +25.2% | +155.8% | +745.5% |
| All | +271.7% | +30.4% | +241.4% | +1,054.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling